How big is Charles E. Schlager M.D., Ltd.'s plan?

Charles E. Schlager M.D., Ltd.'s plan reported $1.6M in assets and 26 participants for 2024.

Original filing (PDF)20250614050934NAL0030604752001

Charles E. Schlager M.D., Ltd.

Name: Charles E. Schlager M.D., Ltd. — Charles E. Schlager, Form 5500 (2024)
Creator: Charles E. Schlager M.D., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles E. Schlager M.D., Ltd. 401(k) Plan

401(k) retirement plan · Charles E. Schlager M.D., Ltd.'s Charles E. Schlager M.D., Ltd. 401(k) Plan held $1.6M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

David Schlager signed Charles E. Schlager M.D., Ltd.'s 2024 Form 5500 as plan administrator.

David Schlager — 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

Charles E. Schlager M.D., Ltd.'s EIN is 23-1999123.

EIN 23-1999123

Plan number 002

Plan year 2024

ACK ID 20250614050934NAL0030604752001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles E. Schlager M.D., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles E. Schlager M.D., Ltd.'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 CHARLES E. SCHLAGER M.D., LTD.

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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