Original filing (PDF)20251007075545NAL0004463025001

DAVID SCHROEDER & ASSOCIATES, INC.

Name: DAVID SCHROEDER & ASSOCIATES, INC. — DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID SCHROEDER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DAVID SCHROEDER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID SCHROEDER & ASSOCIATES, INC.

EIN

06-1778148all filings

Address

3700 LONGVIEW DR. · SUITE 350 · CHAMBLEE, GA · 30341

Phone

(404) 733-2626

Industry

Professional & Technical Servicessee all

Plan administrator