How big is C. E. A. Scholtes & Associates' plan?

C. E. A. Scholtes & Associates' plan reported $604K in assets and 36 participants for 2024.

Original filing (PDF)20260210140108NAL0002259137001

C. E. A. Scholtes & Associates

Name: C. E. A. Scholtes & Associates — Form 5500 (2024)
Creator: C. E. A. Scholtes & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · C. E. A. Scholtes & Associates held $604K in plan assets for 36 participants in 2024.

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

Annie Quenzer signed C. E. A. Scholtes & Associates' 2024 Form 5500 as plan administrator.

Annie Quenzer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C. E. A. Scholtes & Associates' EIN is 03-0483170.

EIN 03-0483170

Plan number 001

Plan year 2024

ACK ID 20260210140108NAL0002259137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C. E. A. Scholtes & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C. E. A. Scholtes & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off