# Schneider Electric Holdings, INC. DB Plan
Source: https://planprovider.pro/companies/schneider-electric-holdings-inc-plan-203

> Schneider Electric Holdings, INC.&#39;s DB plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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