How big is Schrock Financial, Inc.'s plan?

Schrock Financial, Inc.'s plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250714143214NAL0001637968001

Schrock Financial, Inc.

Name: Schrock Financial, Inc. — Schrock Financial, Inc., Form 5500 (2024)
Creator: Schrock Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schrock Financial, Inc. 401(k) Plan

401(k) retirement plan · Schrock Financial, Inc.'s Schrock Financial, Inc. 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Schrock Financial, Inc.'s EIN is 26-3412474.

EIN 26-3412474

Plan number 001

Plan year 2024

ACK ID 20250714143214NAL0001637968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schrock Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schrock Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHROCK FINANCIAL, INC..

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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