How big is Schmeiser Olsen and Watts LLP's plan?

Schmeiser Olsen and Watts LLP's plan reported $6.1M in assets and 23 participants for 2024.

Original filing (PDF)20250714120101NAL0001004977001

Schmeiser Olsen and Watts LLP

Name: Schmeiser Olsen and Watts LLP — Schmeiser Olsen and, Form 5500 (2024)
Creator: Schmeiser Olsen and Watts LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmeiser Olsen and Watts LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Schmeiser Olsen and Watts LLP's Schmeiser Olsen and Watts LLP 401(k) Profit Sharing Plan held $6.1M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Deborah Carter signed Schmeiser Olsen and Watts LLP's 2024 Form 5500 as plan administrator.

Deborah Carter — 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

Schmeiser Olsen and Watts LLP's EIN is 14-1775222.

EIN 14-1775222

Plan number 001

Plan year 2024

ACK ID 20250714120101NAL0001004977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmeiser Olsen and Watts LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmeiser Olsen and Watts LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, 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 SCHMEISER OLSEN AND WATTS LLP.

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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