How big is David Schroeder & Associates, Inc.'s plan?

David Schroeder & Associates, Inc.'s plan reported $323K in assets and 8 participants for 2025.

Original filing (PDF)20260417084917NAL0026179635001

David Schroeder & Associates, Inc.

Name: David Schroeder & Associates, Inc. — David Schroeder, Form 5500 (2025)
Creator: David Schroeder & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Schroeder & Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · David Schroeder & Associates, Inc.'s David Schroeder & Associates, Inc. 401(k) Profit Sharing Plan held $323K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan identifiers

David Schroeder & Associates, Inc.'s EIN is 06-1778148.

EIN 06-1778148

Plan number 001

Plan year 2025

ACK ID 20260417084917NAL0026179635001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David Schroeder & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David Schroeder & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (87th percentile).

Plan sponsor

Name

DAVID SCHROEDER & ASSOCIATES, INC.

EIN

all filings

Address

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

Phone

(404) 733-2626

Industry

Professional & Technical Services

Plan administrator