How big is Schultz Installation & Service's plan?

Schultz Installation & Service's plan reported $828K in assets and 5 participants for 2024.

Original filing (PDF)20250704093014NAL0003236674001

Schultz Installation & Service

Name: Schultz Installation & Service — Schultz Installatio, Form 5500 (2024)
Creator: Schultz Installation & Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz Installation & Service 401(k) Profit Sharing Plan and T

401(k) retirement plan · Schultz Installation & Service's Schultz Installation & Service 401(k) Profit Sharing Plan and T held $828K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

Shirley Horner signed Schultz Installation & Service's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Installation & Service's EIN is 25-1410864.

EIN 25-1410864

Plan number 001

Plan year 2024

ACK ID 20250704093014NAL0003236674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schultz Installation & Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schultz Installation & Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSTALLATION & SERVICE.

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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