How big is W.M. Schultz Construction, Inc.'s plan?

W.M. Schultz Construction, Inc.'s plan reported $161K in assets for 2024.

Original filing (PDF)20250701083336NAL0012509313001

W.M. Schultz Construction, Inc.

Name: W.M. Schultz Construction, Inc. — W.M. Schultz, Form 5500 (2024)
Creator: W.M. Schultz Construction, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.M. Schultz Construction, Inc. Direct Advisors Trust

Health & welfare plan · W.M. Schultz Construction, Inc.'s W.M. Schultz Construction, Inc. Direct Advisors Trust reported $161K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

People on this filing

Diane Patrick signed W.M. Schultz Construction, Inc.'s 2024 Form 5500 as plan administrator.

Diane Patrick — 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

W.M. Schultz Construction, Inc.'s EIN is 14-1827521.

EIN 14-1827521

Plan number 502

Plan year 2024

ACK ID 20250701083336NAL0012509313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.M. Schultz Construction, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.M. Schultz Construction, Inc.'s plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.M. SCHULTZ CONSTRUCTION, INC..

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score