Plan Snapshot
- Plan Sponsor: Schneider Electric Holdings, INC.
- Sponsor EIN: 364141566
- Sponsor Address: 1111 PASQUINELLI DRIVE,, WESTMONT, IL, 60559
- Plan Type: DB
- Total Participants: 259
- Total Assets: $229.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 259 | $229.6M | $0 | $0 |
| 2023 | 282 | $253.3M | $0 | $0 |
| 2022 | 304 | $261.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $46,825 | — | $46,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,825
- Estimated Expense Ratio: 0.020% 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 | $2,554,200 | $297,340 | — | $46,825 | — |
| 2023 | $3,318,476 | $403,950 | — | $51,750 | — |
| 2022 | $1,822,282 | $538,116 | — | — | $152,797 |