Original filing (PDF)20251002141130NAL0000894368001

SANTA MARIA AND SCHNEIDER, LLC

Name: SANTA MARIA AND SCHNEIDER, LLC — SANTA MARIA AND SCHNEIDER, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SANTA MARIA AND SCHNEIDER, LLC

Form 5500-SF

FILING_RECEIVED

SANTA MARIA AND SCHNEIDER, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA MARIA AND SCHNEIDER, LLC.

Plan sponsor

Name

SANTA MARIA AND SCHNEIDER, LLC

EIN

26-3807441

Address

64 MAPLE STREET · PLAINVILLE, CT · 06062

Phone

(860) 747-0131

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

NORTH-EASTERN TREE SERVICE INC.

THE CONTRACTORS RETIREMENT PLAN

$2.5M · 127 participants

WW CONTRACTING CORP.

WW CONTRACTING CORP. 401(K) RETIREMENT PLAN

$2.5M · 34 participants

HARRY GRAU & SONS, INC.

HARRY GRAU & SONS, INC. PROFIT SHARING 401(K) PLAN

$2.5M · 17 participants

GOSSETT CONTRACTING INC.

GOSSETT CONTRACTING INC. SAFE HARBOR 401(K) PLAN

$2.5M · 4 participants

CUSTOM KITCHENS

CUSTOM KITCHENS, INC. PROFIT SHARING PLAN