How big is Schaadsource, LLC's plan?

Schaadsource, LLC's plan reported $1.3M in assets and 21 participants for 2024.

Original filing (PDF)20250505133932NAL0012660448001

Schaadsource, LLC

Name: Schaadsource, LLC — Schaadsource 401(k) Profit, Form 5500 (2024)
Creator: Schaadsource, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaadsource 401(k) Profit Sharing Plan

401(k) retirement plan · Schaadsource, LLC's Schaadsource 401(k) Profit Sharing Plan held $1.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

James Schaad signed Schaadsource, LLC's 2024 Form 5500 as plan administrator.

James Schaad — 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

Schaadsource, LLC's EIN is 20-4039050.

EIN 20-4039050

Plan number 001

Plan year 2024

ACK ID 20250505133932NAL0012660448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaadsource, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaadsource, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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