How big is Schubert & Evans PC's plan?

Schubert & Evans PC's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20251007103139NAL0004439521001

Schubert & Evans PC

Name: Schubert & Evans PC — Schubert & Evans PC 401(k), Form 5500 (2024)
Creator: Schubert & Evans PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schubert & Evans PC 401(k) Plan

401(k) retirement plan · Schubert & Evans PC's Schubert & Evans PC 401(k) Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Blake Evans signed Schubert & Evans PC's 2024 Form 5500 as plan administrator.

Blake Evans — 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

Schubert & Evans PC's EIN is 20-0606345.

EIN 20-0606345

Plan number 001

Plan year 2024

ACK ID 20251007103139NAL0004439521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schubert & Evans PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schubert & Evans PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHUBERT & EVANS PC.

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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