# Schenker, INC 401(k) Plan
Source: https://planprovider.pro/companies/schenker-inc-401k-plan

> Schenker, INC's 401(k) plan: 8,670 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schenker, INC

- **Sponsor EIN:** 135619239

- **Sponsor Address:** 1305 EXECUTIVE BLVD., CHESAPEAKE, VA, 23320

- **Plan Type:** 401(k)

- **Total Participants:** 8,670

- **Total Assets:** $464.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8,670|$464.9M|$12.5M|$31.9M|

| 2023|9,840|$444.3M|$10.7M|$29.7M|

| 2022|7,179|$365.4M|$9.8M|$26.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$788,088|—|$788,088|

| LOCKTON INVESTMENT ADVISORS LLC|CONSULTANT|$93,000|—|$93,000|

| PRUDENTIAL TRUST CO.|INVESTMENT MANAGEMENT|$83,839|—|$83,839|

| PRUDENTIAL INSURANCE CO.|INVESTMENT MANAGEMENT|$40,448|—|$40,448|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [LOCKTON INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — INVESTMENT MANAGEMENT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,005,375

- **Estimated Expense Ratio:** 0.216% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,005,374|$217,286|—|—|—|

| 2023|$968,496|$305,110|—|—|—|

| 2022|$735,760|$108,946|—|—|—|

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