Clark, Schaefer, Hackett & Co. 401(k) Plan: Login, Facts & Contact Information

Clark, Schaefer, Hackett & Co. 401(k) Plan Facts

Plan name
CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS)
Plan type
401(k) and profit sharing
Plan sponsor
CLARK, SCHAEFER, HACKETT & CO.
Participants
801 (540 active employees)
Former employees with a balance
157
Plan assets
$136,413,838 at Dec 31, 2024
Average account balance
$198,276 across 688 accounts
Employer contributions
$3,612,020 in plan year 2024 (35% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1997
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.3 million went into the plan in contributions, $3.61 million of it from the employer (35%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $15.7 million.
  • Administrative expenses were $194,523, about $283 per account.

How the Clark, Schaefer, Hackett & Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019494$100.8 million$2.47 million$5.64 million
2020572$107.8 million$2.61 million$11.0 million
2021596$123.4 million$3.10 million$7.30 million
2022698$104.5 million$3.11 million$11.8 million
2023720$121.2 million$3.55 million$14.2 million
2024801$136.4 million$3.61 million$10.6 million

Clark, Schaefer, Hackett & Co. 401(k) Contact Information

Phone
513-424-5000
Mailing address
10100 INNOVATION DRIVE SUITE 400, DAYTON OH 45342
Plan sponsor
CLARK, SCHAEFER, HACKETT & CO.
Employer identification number (EIN)
31-0800053
Plan number
001

Questions about the Clark, Schaefer, Hackett & Co. 401(k)

Does Clark, Schaefer, Hackett & Co contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $3.61 million in employer contributions for plan year 2024.

Does the Clark, Schaefer, Hackett & Co 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Clark, Schaefer, Hackett & Co 401(k) plan?

801 participants at the start of plan year 2024, 540 of them active employees, and 157 former employees who still had money in the plan.

What is the average 401(k) balance at Clark, Schaefer, Hackett & Co?

About $198,276 per account: $136.4 million in plan assets across 688 accounts with a balance at the end of plan year 2024.

Who manages the Clark, Schaefer, Hackett & Co 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Clark, Schaefer, Hackett & Co. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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