Original filing (PDF)20250714120101NAL0001004977001

SCHMEISER OLSEN AND WATTS LLP

Name: SCHMEISER OLSEN AND WATTS LLP — SCHMEISER OLSEN AND WATTS LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHMEISER OLSEN AND WATTS LLP

Form 5500-SF

FILING_RECEIVED

SCHMEISER OLSEN AND WATTS LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHMEISER OLSEN AND WATTS LLP.

Plan sponsor

Name

SCHMEISER OLSEN AND WATTS LLP

EIN

14-1775222

Address

18 E UNIVERSITY DR STE 101 · MESA, AZ · 85201

Phone

(480) 655-0073

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BR CINCINNATI, LLC

BR CINCINNATI, LLC 401(K) PLAN

$6.1M · 21 participants

WRIGHT, FULFORD, MOORHEAD & BROWN, P.A.

WRIGHT, FULFORD, MOORHEAD & BROWN, PA 401(K) PROFIT SHARING PLAN AND TRUST

$6.1M · 32 participants

COOPERMAN LESTER MILLER CARUS LLP

COOPERMAN LESTER MILLER CARUS LLP PROFIT SHARING PLAN

$6.1M · 8 participants

NIJMAN FRANZETTI LLP

NIJMAN FRANZETTI LLP PLAN

$6.1M · 8 participants

FENTON KANEDA & LITT LLP

FENTON KANEDA & LITT CASH BALANCE PLAN