How big is C R Schultz Associates LLC's plan?

C R Schultz Associates LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250917101244NAL0000814754001

C R Schultz Associates LLC

Name: C R Schultz Associates LLC — C R Schultz Associates, Form 5500 (2024)
Creator: C R Schultz Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C R Schultz Associates LLC Cash Balance Plan

Defined-benefit pension plan · C R Schultz Associates LLC's C R Schultz Associates LLC Cash Balance Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

C R Schultz Associates LLC's EIN is 06-1583870.

EIN 06-1583870

Plan number 002

Plan year 2024

ACK ID 20250917101244NAL0000814754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C R Schultz Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C R Schultz Associates LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score