Schroder Us Holdings Inc. 401(k) Plan: Login, Facts & Contact Information

Schroder Us Holdings Inc. 401(k) Plan Facts

Plan name
SCHRODER US HOLDINGS INC. AND SUBSIDIARIES RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SCHRODER US HOLDINGS INC.
Participants
524 (344 active employees)
Former employees with a balance
172
Plan assets
$220,812,103 at Dec 31, 2024
Average account balance
$426,278 across 518 accounts
Employer contributions
$9,565,696 in plan year 2024 (62% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ 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 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.4 million went into the plan in contributions, $9.57 million of it from the employer (62%).
  • $15.7 million was paid out to participants.
  • Investment and other income added $26.7 million.
  • Administrative expenses were $303,899, about $587 per account.

How the Schroder Us Holdings Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019439$147.4 million$7.56 million$9.00 million
2020470$169.4 million$7.49 million$11.1 million
2021471$198.6 million$7.71 million$7.64 million
2022486$164.8 million$8.46 million$14.6 million
2023521$194.7 million$9.43 million$12.4 million
2024524$220.8 million$9.57 million$15.7 million

Schroder Us Holdings Inc. 401(k) Contact Information

Phone
646-951-8170
Mailing address
7 BRYANT PARK, NEW YORK NY 10018
Plan sponsor
SCHRODER US HOLDINGS INC.
Plan administrator
SCHRODER US HOLDINGS INC. RETIREMENT PLAN COMMITTEE
Employer identification number (EIN)
13-2621402
Plan number
004

Questions about the Schroder Us Holdings Inc. 401(k)

Does Schroder Us Holdings Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $9.57 million, 62% of all contributions.

Does the Schroder Us Holdings Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Schroder Us Holdings Inc 401(k) plan?

524 participants at the start of plan year 2024, 344 of them active employees, and 172 former employees who still had money in the plan.

What is the average 401(k) balance at Schroder Us Holdings Inc?

About $426,278 per account: $220.8 million in plan assets across 518 accounts with a balance at the end of plan year 2024.

Who manages the Schroder Us Holdings Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Schroder Us Holdings Inc. How do I access my 401(k)?

Your account stays with Vanguard 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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