Schroder US Holdings 401(k) match, vesting and fees
What Schroder US Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Ernst and Young (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Schroder US Holdings: employer contribution per participant | $18,467 | |
| Peer median | $2,935 |
| Schroder US Holdings: average balance | $426,278 | |
| Peer median | $92,770 |
| Schroder US Holdings: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $199M at the end of plan year 2021 to $221M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 519 | $221M | $9.6M | $18,467 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 524 | $195M | $9.4M | $18,021 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 521 | $165M | $8.5M | $16,436 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 486 | $199M | $7.7M | $15,998 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Schroder US Holdings match 401(k) contributions?
The match terms for the Schroder US Holdings Inc. and Subsidiaries Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $9.6M in employer contributions, about $18,467 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schroder US Holdings 401(k) match vested?
The vesting schedule for the Schroder US Holdings Inc. and Subsidiaries Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schroder US Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Schroder US Holdings Inc. Retirement Plan Committee.
I left Schroder US Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schroder US Holdings Inc. Retirement Plan Committee, (646) 951-8170) or the recordkeeper, The Vanguard Group, Inc.. The Schroder US Holdings old 401(k) page lists the contacts from every plan filing. Find an old Schroder US Holdings 401(k)
Data from the public Form 5500 annual reports Schroder US Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Schroder US Holdings. Not financial advice. Report a correction · Methodology