How big is Weekley Schulte Valdes, LLC's plan?

Weekley Schulte Valdes, LLC's plan reported $6.5M in assets and 35 participants for 2024.

Original filing (PDF)20250812095100NAL0017981426001

Weekley Schulte Valdes, LLC

Name: Weekley Schulte Valdes, LLC — Weekley Schulte Valdes, Form 5500 (2024)
Creator: Weekley Schulte Valdes, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weekley Schulte Valdes 401(k)/Profit Sharing Plan

401(k) retirement plan · Weekley Schulte Valdes, LLC's Weekley Schulte Valdes 401(k)/Profit Sharing Plan held $6.5M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Chris Schulte signed Weekley Schulte Valdes, LLC's 2024 Form 5500 as plan administrator.

Chris Schulte — 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

Weekley Schulte Valdes, LLC's EIN is 26-1369699.

EIN 26-1369699

Plan number 001

Plan year 2024

ACK ID 20250812095100NAL0017981426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Weekley Schulte Valdes, LLC'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 WEEKLEY SCHULTE VALDES, LLC.

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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