How big is Schaefer Halleen LLC's plan?

Schaefer Halleen LLC's plan reported $1.6M in assets and 12 participants for 2024.

Original filing (PDF)20250616142806NAL0001036561001

Schaefer Halleen LLC

Name: Schaefer Halleen LLC — Schaefer Halleen LLC 401(k), Form 5500 (2024)
Creator: Schaefer Halleen LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaefer Halleen LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Schaefer Halleen LLC's Schaefer Halleen LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Schaefer Halleen LLC's EIN is 14-2002328.

EIN 14-2002328

Plan number 001

Plan year 2024

ACK ID 20250616142806NAL0001036561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaefer Halleen LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaefer Halleen LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHAEFER HALLEEN 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