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DAVID SCHROEDER, M.D. — DAVID SCHROEDER, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010065908NAL0004037459001
DAVID SCHROEDER, M.D.
Form 5500-SF
FILING_RECEIVED
DAVID SCHROEDER, M.D. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
6
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID SCHROEDER, M.D.
.
Find decision makers
Plan sponsor
Name
DAVID SCHROEDER, M.D.
EIN
04-2749327
Address
372 WASHINGTON STREET · WELLESLEY, MA · 02481
Phone
(781) 235-1369
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
DAVID SCHROEDER, M.D.
EIN
04-2749327
City
WELLESLEY, MA
Phone
(781) 235-1369
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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