Schneider National, Inc. 401(k) Savings And Retirement Plan
Sponsored by Schneider National, Inc. · EIN 391258315 · Plan #002
- Total assets
- $893M
- Net assets
- $893M
- Active participants
- 15,808
- With balances
- 11,356
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Advisors Management Group Inc CRD 113020 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $618,594 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $85,747 |
| Advisors Management Group Inc | Investment advisory (plan), Direct payment from the plan | $44,061 |
| Cwm Llc | Investment advisory (plan), Direct payment from the plan | $28,833 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $23,502 |
| Charles Schwab & Co., Inc. | Investment advisory (plan), Direct payment from the plan | $2,206 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |