How big is Schatz Benefit Group Inc.'s plan?

Schatz Benefit Group Inc.'s plan reported $722K in assets and 6 participants for 2024.

Original filing (PDF)20250404101757NAL0013275697001

Schatz Benefit Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Schatz Benefit Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schatz Benefit Group Inc.'s Schatz Benefit Group Inc. 401(k) Profit Sharing Plan & Trust held $722K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

People on this filing

Timothy Schatz signed Schatz Benefit Group Inc.'s 2024 Form 5500 as plan administrator.

Timothy Schatz — 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

Schatz Benefit Group Inc.'s EIN is 26-4466134.

EIN 26-4466134

Plan number 001

Plan year 2024

ACK ID 20250404101757NAL0013275697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schatz Benefit Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schatz Benefit Group Inc.'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 SCHATZ BENEFIT GROUP 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