· 2022–2024 · DOL EFAST2

W.M. SCHULTZ CONSTRUCTION, INC. — W.M. SCHULTZ CONSTRUCTION, INC. DIRECT ADVISORS TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250701083336NAL0012509313001

W.M. SCHULTZ CONSTRUCTION, INC.

Form 5500-SF

FILING_RECEIVED

W.M. SCHULTZ CONSTRUCTION, INC. DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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..

Plan sponsor

Name

W.M. SCHULTZ CONSTRUCTION, INC.

EIN

14-1827521

Address

831 ROUTE 67 · PO BOX 2620 · BALLSTON SPA, NY · 12020

Phone

(518) 885-0060

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4C · Supplemental Unemployment

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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