How big is Schultz Family Enterprises LLC's plan?

Schultz Family Enterprises LLC's plan reported $235K in assets and 6 participants for 2025.

Original filing (PDF)20260518130744NAL0000125456001

Schultz Family Enterprises LLC

Name: Schultz Family Enterprises LLC — Schultz Family, Form 5500 (2025)
Creator: Schultz Family Enterprises LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz Family Enterprises LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schultz Family Enterprises LLC's Schultz Family Enterprises LLC 401(k) Profit Sharing Plan & Trust held $235K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

People on this filing

Tim Schultz signed Schultz Family Enterprises LLC's 2025 Form 5500 as plan administrator.

Tim Schultz — 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

Schultz Family Enterprises LLC's EIN is 20-3907900.

EIN 20-3907900

Plan number 001

Plan year 2025

ACK ID 20260518130744NAL0000125456001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schultz Family Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schultz Family Enterprises 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 SCHULTZ FAMILY ENTERPRISES 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