How big is H E Scheil & Associates' plan?

H E Scheil & Associates' plan reported $1.1M in assets and 10 participants for 2025.

Original filing (PDF)20260427113401NAL0019129826001

H E Scheil & Associates

Name: H E Scheil & Associates — Cardinal Advisors 401(k), Form 5500 (2025)
Creator: H E Scheil & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal Advisors 401(k)

401(k) retirement plan · H E Scheil & Associates' Cardinal Advisors 401(k) held $1.1M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Scheil signed H E Scheil & Associates' 2025 Form 5500 as plan administrator.

James Scheil — 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

H E Scheil & Associates' EIN is 27-2705345.

EIN 27-2705345

Plan number 001

Plan year 2025

ACK ID 20260427113401NAL0019129826001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for H E Scheil & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

H E Scheil & Associates' 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 H E SCHEIL & ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

H E SCHEIL & ASSOCIATES

EIN

all filings

Address

2530 MERIDIAN PARKWAY · SUITE 100 · DURHAM, NC · 27713

Phone

(919) 535-8261

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator