How big is Edward T. Schroeder, LLC's plan?

Edward T. Schroeder, LLC's plan reported $218K in assets and 4 participants for 2024.

Original filing (PDF)20250416221138NAL0000135299059

Edward T. Schroeder, LLC

Name: Edward T. Schroeder, LLC — Edward T. Schroeder, Form 5500 (2024)
Creator: Edward T. Schroeder, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward T. Schroeder 401(k) Plan

401(k) retirement plan · Edward T. Schroeder, LLC's Edward T. Schroeder 401(k) Plan held $218K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

Plan identifiers

Edward T. Schroeder, LLC's EIN is 20-2214390.

EIN 20-2214390

Plan number 001

Plan year 2024

ACK ID 20250416221138NAL0000135299059

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edward T. Schroeder, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edward T. Schroeder, 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 EDWARD T. SCHROEDER, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EDWARD T. SCHROEDER, LLC

EIN

all filings

Address

6821 W. NORTH AVE. · SUITE 200 · OAK PARK, IL · 60302

Phone

(708) 524-2792

Industry

Finance & Insurance

Plan administrator