How big is Shotwell Rutter BAER, Inc.'s plan?

Shotwell Rutter BAER, Inc.'s plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250519131747NAL0000777235001

Shotwell Rutter BAER, Inc.

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

Form 5500-SF

FILING_RECEIVED

Shotwell Rutter BAER 401(k) Plan

401(k) retirement plan · Shotwell Rutter BAER, Inc.'s Shotwell Rutter BAER 401(k) Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

JEFF Rutter signed Shotwell Rutter BAER, Inc.'s 2024 Form 5500 as plan administrator.

JEFF Rutter — 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

Shotwell Rutter BAER, Inc.'s EIN is 27-1499071.

EIN 27-1499071

Plan number 001

Plan year 2024

ACK ID 20250519131747NAL0000777235001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shotwell Rutter BAER, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHOTWELL RUTTER BAER, 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