# Schindler Elevator Corporation 401(k) Plan
Source: https://planprovider.pro/companies/schindler-elevator-corporation-401k-plan-002

> Schindler Elevator Corporation's 401(k) plan: 2,362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schindler Elevator Corporation

- **Sponsor EIN:** 341270056

- **Sponsor Address:** 20 WHIPPANY ROAD, MORRISTOWN, NJ, 079621935

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

- **Total Participants:** 2,362

- **Total Assets:** $527.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|2,362|$527.8M|$16.8M|$26.5M|

| 2023|2,253|$465.3M|$16.4M|$25.6M|

| 2022|2,339|$371.5M|$15.5M|$24.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$165,122|—|$165,122|

| STRATEGIC ADVISORS, INC.|ADVISOR|$105,198|—|$105,198|

| AON HEWITT|CONSULTANT|$43,634|—|$43,634|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $313,954

- **Estimated Expense Ratio:** 0.059% 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|$313,954|$105,198|$2,400|—|—|

| 2023|$293,873|$95,740|$2,100|—|—|

| 2022|$245,492|$84,427|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/schindler-elevator-corporation-401k-plan-002)

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