Civic Intelligence

Schroder Us Holdings Inc.

Plan context: 401K Plan for Schroders Incorporated and Subsidiaries

EIN 13-2621402 • New York, NY • 54 filings • 10 plans

875 Third AvenueNew York, NY 10022-6225
Current Snapshot

Latest Year

2024

2024 Participants

356

2024 Assets

$220,812,103

2024 Contributions

$15,429,371

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$220,812,103$110,406,052$0199920122024YearValue
$220,812,103Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3571790199920122024YearValue
356Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242356$220,812,103$15,429,371$43,341iApproximate average salary by contribution assumption: employee only about $1,083,523 at 4% or $722,349 at 6%; with 50% employer match about $722,349 at 4% or $481,566 at 6%; with 100% employer match about $541,762 at 4% or $361,174 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-344$220,812,103$15,429,371$44,853iApproximate average salary by contribution assumption: employee only about $1,121,321 at 4% or $747,547 at 6%; with 50% employer match about $747,547 at 4% or $498,365 at 6%; with 100% employer match about $560,660 at 4% or $373,774 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-356---
20232352$194,675,453$15,937,753$45,278iApproximate average salary by contribution assumption: employee only about $1,131,943 at 4% or $754,628 at 6%; with 50% employer match about $754,628 at 4% or $503,086 at 6%; with 100% employer match about $565,971 at 4% or $377,314 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-352$194,675,453$15,937,753$45,278iApproximate average salary by contribution assumption: employee only about $1,131,943 at 4% or $754,628 at 6%; with 50% employer match about $754,628 at 4% or $503,086 at 6%; with 100% employer match about $565,971 at 4% or $377,314 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-327---
20222357$164,754,506$13,808,095$38,678iApproximate average salary by contribution assumption: employee only about $966,953 at 4% or $644,636 at 6%; with 50% employer match about $644,636 at 4% or $429,757 at 6%; with 100% employer match about $483,477 at 4% or $322,318 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-357$164,754,506$13,808,095$38,678iApproximate average salary by contribution assumption: employee only about $966,953 at 4% or $644,636 at 6%; with 50% employer match about $644,636 at 4% or $429,757 at 6%; with 100% employer match about $483,477 at 4% or $322,318 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-327---
20212347$198,575,898$14,141,899$40,755iApproximate average salary by contribution assumption: employee only about $1,018,869 at 4% or $679,246 at 6%; with 50% employer match about $679,246 at 4% or $452,831 at 6%; with 100% employer match about $509,434 at 4% or $339,623 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-347$198,575,898$14,141,899$40,755iApproximate average salary by contribution assumption: employee only about $1,018,869 at 4% or $679,246 at 6%; with 50% employer match about $679,246 at 4% or $452,831 at 6%; with 100% employer match about $509,434 at 4% or $339,623 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-299---
20202325$169,445,784$11,304,339$34,783iApproximate average salary by contribution assumption: employee only about $869,565 at 4% or $579,710 at 6%; with 50% employer match about $579,710 at 4% or $386,473 at 6%; with 100% employer match about $434,782 at 4% or $289,855 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-325$169,445,784$11,304,339$34,783iApproximate average salary by contribution assumption: employee only about $869,565 at 4% or $579,710 at 6%; with 50% employer match about $579,710 at 4% or $386,473 at 6%; with 100% employer match about $434,782 at 4% or $289,855 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-312---
20192326$147,445,270$12,466,746$38,242iApproximate average salary by contribution assumption: employee only about $956,039 at 4% or $637,359 at 6%; with 50% employer match about $637,359 at 4% or $424,906 at 6%; with 100% employer match about $478,019 at 4% or $318,680 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-326$147,445,270$12,466,746$38,242iApproximate average salary by contribution assumption: employee only about $956,039 at 4% or $637,359 at 6%; with 50% employer match about $637,359 at 4% or $424,906 at 6%; with 100% employer match about $478,019 at 4% or $318,680 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-314---
20182311$117,751,001$12,194,660$39,211iApproximate average salary by contribution assumption: employee only about $980,278 at 4% or $653,519 at 6%; with 50% employer match about $653,519 at 4% or $435,679 at 6%; with 100% employer match about $490,139 at 4% or $326,759 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-311$117,751,001$12,194,660$39,211iApproximate average salary by contribution assumption: employee only about $980,278 at 4% or $653,519 at 6%; with 50% employer match about $653,519 at 4% or $435,679 at 6%; with 100% employer match about $490,139 at 4% or $326,759 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-275---
20172270$119,226,588$9,928,901$36,774iApproximate average salary by contribution assumption: employee only about $919,343 at 4% or $612,895 at 6%; with 50% employer match about $612,895 at 4% or $408,597 at 6%; with 100% employer match about $459,671 at 4% or $306,448 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-263$119,226,588$9,928,901$37,752iApproximate average salary by contribution assumption: employee only about $943,812 at 4% or $629,208 at 6%; with 50% employer match about $629,208 at 4% or $419,472 at 6%; with 100% employer match about $471,906 at 4% or $314,604 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-270---
20162259$96,260,667$11,610,609$44,829iApproximate average salary by contribution assumption: employee only about $1,120,715 at 4% or $747,143 at 6%; with 50% employer match about $747,143 at 4% or $498,096 at 6%; with 100% employer match about $560,358 at 4% or $373,572 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-257$96,260,667$11,610,609$45,177iApproximate average salary by contribution assumption: employee only about $1,129,437 at 4% or $752,958 at 6%; with 50% employer match about $752,958 at 4% or $501,972 at 6%; with 100% employer match about $564,718 at 4% or $376,479 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-259---
20152252$81,977,445$11,557,777$45,864iApproximate average salary by contribution assumption: employee only about $1,146,605 at 4% or $764,403 at 6%; with 50% employer match about $764,403 at 4% or $509,602 at 6%; with 100% employer match about $573,302 at 4% or $382,202 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-252$81,977,445$11,557,777$45,864iApproximate average salary by contribution assumption: employee only about $1,146,605 at 4% or $764,403 at 6%; with 50% employer match about $764,403 at 4% or $509,602 at 6%; with 100% employer match about $573,302 at 4% or $382,202 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-177---
20142216$73,397,827$8,959,012$41,477iApproximate average salary by contribution assumption: employee only about $1,036,923 at 4% or $691,282 at 6%; with 50% employer match about $691,282 at 4% or $460,855 at 6%; with 100% employer match about $518,461 at 4% or $345,641 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-216$73,397,827$8,959,012$41,477iApproximate average salary by contribution assumption: employee only about $1,036,923 at 4% or $691,282 at 6%; with 50% employer match about $691,282 at 4% or $460,855 at 6%; with 100% employer match about $518,461 at 4% or $345,641 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-214---
20132202$63,837,015$6,824,831$33,786iApproximate average salary by contribution assumption: employee only about $844,657 at 4% or $563,105 at 6%; with 50% employer match about $563,105 at 4% or $375,403 at 6%; with 100% employer match about $422,329 at 4% or $281,552 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-200$63,837,015$6,824,831$34,124iApproximate average salary by contribution assumption: employee only about $853,104 at 4% or $568,736 at 6%; with 50% employer match about $568,736 at 4% or $379,157 at 6%; with 100% employer match about $426,552 at 4% or $284,368 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-202---
20122171$51,373,804$5,727,661$33,495iApproximate average salary by contribution assumption: employee only about $837,377 at 4% or $558,252 at 6%; with 50% employer match about $558,252 at 4% or $372,168 at 6%; with 100% employer match about $418,689 at 4% or $279,126 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-169$51,373,804$5,727,661$33,891iApproximate average salary by contribution assumption: employee only about $847,287 at 4% or $564,858 at 6%; with 50% employer match about $564,858 at 4% or $376,572 at 6%; with 100% employer match about $423,644 at 4% or $282,429 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-171---
20112159$41,976,619$4,803,140$30,208iApproximate average salary by contribution assumption: employee only about $755,211 at 4% or $503,474 at 6%; with 50% employer match about $503,474 at 4% or $335,649 at 6%; with 100% employer match about $377,605 at 4% or $251,737 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-159$41,976,619$4,803,140$30,208iApproximate average salary by contribution assumption: employee only about $755,211 at 4% or $503,474 at 6%; with 50% employer match about $503,474 at 4% or $335,649 at 6%; with 100% employer match about $377,605 at 4% or $251,737 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-156---
20102152$41,348,989$4,390,376$28,884iApproximate average salary by contribution assumption: employee only about $722,101 at 4% or $481,401 at 6%; with 50% employer match about $481,401 at 4% or $320,934 at 6%; with 100% employer match about $361,051 at 4% or $240,700 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-152$41,348,989$4,390,376$28,884iApproximate average salary by contribution assumption: employee only about $722,101 at 4% or $481,401 at 6%; with 50% employer match about $481,401 at 4% or $320,934 at 6%; with 100% employer match about $361,051 at 4% or $240,700 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-146---
20092134$34,738,768$4,040,117$30,150iApproximate average salary by contribution assumption: employee only about $753,753 at 4% or $502,502 at 6%; with 50% employer match about $502,502 at 4% or $335,001 at 6%; with 100% employer match about $376,877 at 4% or $251,251 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-134$34,738,768$4,040,117$30,150iApproximate average salary by contribution assumption: employee only about $753,753 at 4% or $502,502 at 6%; with 50% employer match about $502,502 at 4% or $335,001 at 6%; with 100% employer match about $376,877 at 4% or $251,251 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-131---
20082143$27,328,254$4,300,642$30,074iApproximate average salary by contribution assumption: employee only about $751,860 at 4% or $501,240 at 6%; with 50% employer match about $501,240 at 4% or $334,160 at 6%; with 100% employer match about $375,930 at 4% or $250,620 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-141$27,328,254$4,300,642$30,501iApproximate average salary by contribution assumption: employee only about $762,525 at 4% or $508,350 at 6%; with 50% employer match about $508,350 at 4% or $338,900 at 6%; with 100% employer match about $381,263 at 4% or $254,175 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-143---
20072149$38,154,885$4,242,581$28,474iApproximate average salary by contribution assumption: employee only about $711,842 at 4% or $474,562 at 6%; with 50% employer match about $474,562 at 4% or $316,374 at 6%; with 100% employer match about $355,921 at 4% or $237,281 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-138$38,154,885$4,242,581$30,743iApproximate average salary by contribution assumption: employee only about $768,584 at 4% or $512,389 at 6%; with 50% employer match about $512,389 at 4% or $341,593 at 6%; with 100% employer match about $384,292 at 4% or $256,195 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-149---
20063142$33,683,968$3,517,630$24,772iApproximate average salary by contribution assumption: employee only about $619,301 at 4% or $412,867 at 6%; with 50% employer match about $412,867 at 4% or $275,245 at 6%; with 100% employer match about $309,651 at 4% or $206,434 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-131$33,683,968$3,517,630$26,852iApproximate average salary by contribution assumption: employee only about $671,303 at 4% or $447,536 at 6%; with 50% employer match about $447,536 at 4% or $298,357 at 6%; with 100% employer match about $335,652 at 4% or $223,768 at 6%.
SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR SCHRODER US HOLDINGS, INC. AND SUBSIDIARIES-0---
Schroder Us Holdings Inc. Employee Benefits Plan-142---
20052143$26,906,590$3,510,169$24,547iApproximate average salary by contribution assumption: employee only about $613,666 at 4% or $409,111 at 6%; with 50% employer match about $409,111 at 4% or $272,740 at 6%; with 100% employer match about $306,833 at 4% or $204,555 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-117$26,906,590$3,510,169$30,001iApproximate average salary by contribution assumption: employee only about $750,036 at 4% or $500,024 at 6%; with 50% employer match about $500,024 at 4% or $333,349 at 6%; with 100% employer match about $375,018 at 4% or $250,012 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-143---
20042193$22,693,648$2,415,160$12,514iApproximate average salary by contribution assumption: employee only about $312,845 at 4% or $208,563 at 6%; with 50% employer match about $208,563 at 4% or $139,042 at 6%; with 100% employer match about $156,422 at 4% or $104,282 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-98$22,693,648$2,415,160$24,644iApproximate average salary by contribution assumption: employee only about $616,112 at 4% or $410,741 at 6%; with 50% employer match about $410,741 at 4% or $273,828 at 6%; with 100% employer match about $308,056 at 4% or $205,371 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-193---
20033240$23,977,826$1,785,369$7,439iApproximate average salary by contribution assumption: employee only about $185,976 at 4% or $123,984 at 6%; with 50% employer match about $123,984 at 4% or $82,656 at 6%; with 100% employer match about $92,988 at 4% or $61,992 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-77$13,717,373$988,090$12,832iApproximate average salary by contribution assumption: employee only about $320,808 at 4% or $213,872 at 6%; with 50% employer match about $213,872 at 4% or $142,582 at 6%; with 100% employer match about $160,404 at 4% or $106,936 at 6%.
Defined Contribution Retirement Plan for Schroders Incorporated and Subsidiaries-77$10,260,453$797,279$10,354iApproximate average salary by contribution assumption: employee only about $258,857 at 4% or $172,571 at 6%; with 50% employer match about $172,571 at 4% or $115,047 at 6%; with 100% employer match about $129,428 at 4% or $86,286 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-240---
20023160$38,336,938$3,503,142$21,895iApproximate average salary by contribution assumption: employee only about $547,366 at 4% or $364,911 at 6%; with 50% employer match about $364,911 at 4% or $243,274 at 6%; with 100% employer match about $273,683 at 4% or $182,455 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-92$24,438,475$1,849,009$20,098iApproximate average salary by contribution assumption: employee only about $502,448 at 4% or $334,965 at 6%; with 50% employer match about $334,965 at 4% or $223,310 at 6%; with 100% employer match about $251,224 at 4% or $167,483 at 6%.
Defined Contribution Retirement Plan for Schroders Incorporated and Subsidiaries-92$13,898,463$1,654,133$17,980iApproximate average salary by contribution assumption: employee only about $449,493 at 4% or $299,662 at 6%; with 50% employer match about $299,662 at 4% or $199,775 at 6%; with 100% employer match about $224,746 at 4% or $149,831 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-160---
20013160$34,772,875$3,272,929$20,456iApproximate average salary by contribution assumption: employee only about $511,395 at 4% or $340,930 at 6%; with 50% employer match about $340,930 at 4% or $227,287 at 6%; with 100% employer match about $255,698 at 4% or $170,465 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-146$21,973,043$1,954,814$13,389iApproximate average salary by contribution assumption: employee only about $334,728 at 4% or $223,152 at 6%; with 50% employer match about $223,152 at 4% or $148,768 at 6%; with 100% employer match about $167,364 at 4% or $111,576 at 6%.
Defined Contribution Retirement Plan for Schroders Incorporated and Subsidiaries-146$12,799,832$1,318,115$9,028iApproximate average salary by contribution assumption: employee only about $225,705 at 4% or $150,470 at 6%; with 50% employer match about $150,470 at 4% or $100,313 at 6%; with 100% employer match about $112,852 at 4% or $75,235 at 6%.
Schroder Us Holdings Inc. Employee Benefits Plan-160---
19992162$14,854,788$2,560,599$15,806iApproximate average salary by contribution assumption: employee only about $395,154 at 4% or $263,436 at 6%; with 50% employer match about $263,436 at 4% or $175,624 at 6%; with 100% employer match about $197,577 at 4% or $131,718 at 6%.
401K Plan for Schroders Incorporated and Subsidiaries-162$8,959,213$1,359,968$8,395iApproximate average salary by contribution assumption: employee only about $209,872 at 4% or $139,914 at 6%; with 50% employer match about $139,914 at 4% or $93,276 at 6%; with 100% employer match about $104,936 at 4% or $69,957 at 6%.
Defined Contribution Retirement Plan for Schroders Incorporated and Subsidiaries-126$5,895,575$1,200,631$9,529iApproximate average salary by contribution assumption: employee only about $238,220 at 4% or $158,814 at 6%; with 50% employer match about $158,814 at 4% or $105,876 at 6%; with 100% employer match about $119,110 at 4% or $79,407 at 6%.