Original filing (PDF)20260224120300NAL0001487155001

David A. Schneider DBA Schneider Wealth Strategies

Name: David A. Schneider DBA Schneider Wealth Strategies — Form 5500 Plan 002 (2025)
Creator: David A. Schneider DBA Schneider Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schneider Wealth Strategies Cash Balance Plan

Defined-benefit pension plan · David A. Schneider DBA Schneider Wealth Strategies' Schneider Wealth Strategies Cash Balance Plan held $269K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

Plan identifiers

David A. Schneider DBA Schneider Wealth Strategies' EIN is 20-4812289.

EIN 20-4812289

Plan number 002

Plan year 2025

ACK ID 20260224120300NAL0001487155001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David A. Schneider DBA Schneider Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David A. Schneider DBA Schneider Wealth Strategies' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. SCHNEIDER DBA SCHNEIDER WEALTH STRATEGIES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score