How big is Schultz Ford Lincoln Inc.'s plan?

Schultz Ford Lincoln Inc.'s plan reported $9.9M in assets and 95 participants for 2025.

Original filing (PDF)20260522091747NAL0006649778001

Schultz Ford Lincoln Inc.

Name: Schultz Ford Lincoln Inc. — Schultz Ford Lincoln, Form 5500 (2025)
Creator: Schultz Ford Lincoln Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz Ford Lincoln Mercury Inc. & Affiliates 401(k) Plan

401(k) retirement plan · Schultz Ford Lincoln Inc.'s Schultz Ford Lincoln Mercury Inc. & Affiliates 401(k) Plan held $9.9M in plan assets for 95 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Traci Schultz-Brega signed Schultz Ford Lincoln Inc.'s 2025 Form 5500 as plan administrator.

Traci Schultz-Brega — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schultz Ford Lincoln Inc.'s EIN is 13-1730338.

EIN 13-1730338

Plan number 001

Plan year 2025

ACK ID 20260522091747NAL0006649778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schultz Ford Lincoln Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schultz Ford Lincoln 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 SCHULTZ FORD LINCOLN 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

Knocking points off