How big is Schell & Associates, Inc.'s plan?

Schell & Associates, Inc.'s plan reported $1.2M in assets and 12 participants for 2024.

Original filing (PDF)20251010101014NAL0007928049001

Schell & Associates, Inc.

Name: Schell & Associates, Inc. — Schell & Associates, Form 5500 (2024)
Creator: Schell & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schell & Associates, Inc. Savings Plan

401(k) retirement plan · Schell & Associates, Inc.'s Schell & Associates, Inc. Savings Plan held $1.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Schell & Associates, Inc.'s EIN is 01-0555702.

EIN 01-0555702

Plan number 002

Plan year 2024

ACK ID 20251010101014NAL0007928049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schell & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schell & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHELL & ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score