Plan Ledger DOL Form 5500 · updated monthly

Schneider National, Inc.401(k)

SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Schneider National, Inc. reported $813,446 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $1,432 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 41st-largest of 1,936 plans among Wisconsin employers on file, and the 48th of 2,677 in transportation & warehousing. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$893,375,966
Participants with balances11,356
Active participants15,808
Employer contributions$22,638,366
Employee contributions$45,861,167
Employer contribution per active participant$1,432
Average account balance$78,670
Benefits paid to participants$106,786,979
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$893.4M · 11,356 accts · $22.6M emplr
2023$824.1M · 11,555 accts · $24.0M emplr
2022$721.9M · 11,430 accts · $24.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$813,446
Total administrative$813,446
The Schneider National, Inc. 401(k) match · 2024
Employer contribution per active participant$1,432
Median for plans this size$4,294
2024$1,432 per active participant
2023$1,511 per active participant
2022$1,578 per active participant

Schneider National, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$618,594
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$85,747
ADVISORS MANAGEMENT GROUP INC · Investment advisory (plan)$44,061
CWM LLC · Investment advisory (plan)$28,833
BAKER TILLY US LLP · Accounting / audit$23,502
CHARLES SCHWAB & CO., INC. · Investment advisory (plan)$2,206
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$813,446 · 0.09%
2023$796,163 · 0.10%
2022$781,212 · 0.10%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Iron Mountain Incorporated PA$943.1M · 0.11%
Board of Trustees NJ$936.2M · 0.12%
Estes Express Lines VA$866.1M · 0.15%
Kirby Corporation TX$850.1M · 0.07%
Netjets Inc. OH$835.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391258315 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.