How big is Schultz Myers LLC's plan?

Schultz Myers LLC's plan reported $347K in assets and 13 participants for 2024.

Original filing (PDF)20250929202241NAL0011677889001

Schultz Myers LLC

Name: Schultz Myers LLC — Schultz Myers LLC 401(k) Plan, Form 5500 (2024)
Creator: Schultz Myers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz Myers LLC 401(k) Plan

401(k) retirement plan · Schultz Myers LLC's Schultz Myers LLC 401(k) Plan held $347K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Joshua Myers signed Schultz Myers LLC's 2024 Form 5500 as plan administrator.

Joshua Myers — 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

Schultz Myers LLC's EIN is 27-2023626.

EIN 27-2023626

Plan number 001

Plan year 2024

ACK ID 20250929202241NAL0011677889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schultz Myers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schultz Myers 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 SCHULTZ MYERS 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