How big is Scheff Investment Group, LLC's plan?

Scheff Investment Group, LLC's plan reported $6.3M in assets and 10 participants for 2025.

Original filing (PDF)20260521091200NAL0002509712001

Scheff Investment Group, LLC

Name: Scheff Investment Group, LLC — Scheff Investment, Form 5500 (2025)
Creator: Scheff Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scheff Investment Group, LLC 401(k) P/S Plan

401(k) retirement plan · Scheff Investment Group, LLC's Scheff Investment Group, LLC 401(k) P/S Plan held $6.3M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Michelle Hatten signed Scheff Investment Group, LLC's 2025 Form 5500 as plan administrator.

Michelle Hatten — 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

Scheff Investment Group, LLC's EIN is 20-2003614.

EIN 20-2003614

Plan number 001

Plan year 2025

ACK ID 20260521091200NAL0002509712001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scheff Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scheff Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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