How big is J & M Schaefer Inc.'s plan?

J & M Schaefer Inc.'s plan reported $5.6M in assets and 21 participants for 2025.

Original filing (PDF)20260414145954NAL0018632817001

J & M Schaefer Inc.

Name: J & M Schaefer Inc. — J & M Schaefer Inc. 401(k), Form 5500 (2025)
Creator: J & M Schaefer Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J & M Schaefer Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · J & M Schaefer Inc.'s J & M Schaefer Inc. 401(k) Profit Sharing Plan & Trust held $5.6M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Rick Albright signed J & M Schaefer Inc.'s 2025 Form 5500 as plan administrator.

Rick Albright — 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

J & M Schaefer Inc.'s EIN is 16-0874272.

EIN 16-0874272

Plan number 001

Plan year 2025

ACK ID 20260414145954NAL0018632817001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J & M Schaefer Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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