How big is Feltrup & Company's plan?

Feltrup & Company's plan reported $2.6M in assets and 1 participants for 2024.

Original filing (PDF)20250628111632NAL0024981554001

Feltrup & Company

Name: Feltrup & Company — Charles Schwab Simplified Profit, Form 5500 (2024)
Creator: Feltrup & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Schwab Simplified Profit Sharing Plan

Defined-contribution retirement plan · Feltrup & Company's Charles Schwab Simplified Profit Sharing Plan held $2.6M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Gregg Feltrup signed Feltrup & Company's 2024 Form 5500 as plan administrator.

Gregg Feltrup — 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

Feltrup & Company's EIN is 31-1487461.

EIN 31-1487461

Plan number 001

Plan year 2024

ACK ID 20250628111632NAL0024981554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Feltrup & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Feltrup & Company's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FELTRUP & COMPANY.

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

FELTRUP & COMPANY

EIN

all filings

Address

8050 HOSBROOK RD STE 109 · CINCINNATI, OH · 452362907

Phone

(513) 721-3710

Industry

CPA Offices· Professional & Technical Services

Plan administrator