How big is SHEA Schat's plan?

SHEA Schat's plan reported $51K in assets and 168 participants for 2024.

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Original filing (PDF)20250729130710NAL0001339187001

SHEA Schat

Name: SHEA Schat — Form 5500 (2024)
Creator: SHEA Schat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHEA Schat

401(k) retirement plan · SHEA Schat held $51K in plan assets for 168 participants in 2024.

Signals · 1

No auditor on file

Active participants

168

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Nick Rice signed SHEA Schat's 2024 Form 5500 as plan administrator.

Nick Rice — 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

SHEA Schat's EIN is 20-4889503.

EIN 20-4889503

Plan number 001

Plan year 2024

ACK ID 20250729130710NAL0001339187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SHEA Schat'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 SHEA SCHAT.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score