How big is Scholtz & Company, LLC's plan?

Scholtz & Company, LLC's plan reported $1.3M in assets and 6 participants for 2025.

Original filing (PDF)20260218083724NAL0007940579001

Scholtz & Company, LLC

Name: Scholtz & Company, LLC — Scholtz & Company 401(k), Form 5500 (2025)
Creator: Scholtz & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scholtz & Company 401(k) Plan

401(k) retirement plan · Scholtz & Company, LLC's Scholtz & Company 401(k) Plan held $1.3M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Carl Scholtz signed Scholtz & Company, LLC's 2025 Form 5500 as plan administrator.

Carl Scholtz — 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

Scholtz & Company, LLC's EIN is 13-3756684.

EIN 13-3756684

Plan number 001

Plan year 2025

ACK ID 20260218083724NAL0007940579001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scholtz & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scholtz & Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

SCHOLTZ & COMPANY, LLC

EIN

all filings

Address

107 ELM STREET · FOUR STAMFORD PLAZA 5TH FLOOR · STAMFORD, CT · 06902

Phone

(203) 714-9900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator