Original filing (PDF)20250714064935NAL0000656467001

SCHATZKI ASSOCIATES, INC.

Name: SCHATZKI ASSOCIATES, INC. — SCHATZKI ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: SCHATZKI ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SCHATZKI ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHATZKI ASSOCIATES, INC.

EIN

04-2482067

Address

P.O. BOX 738 · BELLINGHAM, MA · 020190000

Phone

(617) 661-1949

Industry