How big is Matthew Todd Schomburg Insurance's plan?

Matthew Todd Schomburg Insurance's plan reported $1.8M in assets and 23 participants for 2024.

Original filing (PDF)20250711120354NAL0009550176001

Matthew Todd Schomburg Insurance

Name: Matthew Todd Schomburg Insurance — Matt Schomburg, Form 5500 (2024)
Creator: Matthew Todd Schomburg Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matt Schomburg 401(k) Plan

401(k) retirement plan · Matthew Todd Schomburg Insurance's Matt Schomburg 401(k) Plan held $1.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nick Rice signed Matthew Todd Schomburg Insurance's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Matthew Todd Schomburg Insurance's EIN is 20-1043080.

EIN 20-1043080

Plan number 001

Plan year 2024

ACK ID 20250711120354NAL0009550176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Matthew Todd Schomburg Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Matthew Todd Schomburg Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW TODD SCHOMBURG INSURANCE.

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Plan health score

Above-average plan

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

Knocking points off