Original filing (PDF)20250715161134NAL0005161202001

DANIEL F SCHALDACH INC

Name: DANIEL F SCHALDACH INC — DANIEL F SCHALDACH INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DANIEL F SCHALDACH INC

Form 5500-SF

FILING_RECEIVED

DANIEL F SCHALDACH INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANIEL F SCHALDACH INC.

Plan sponsor

Name

DANIEL F SCHALDACH INC

EIN

33-0050868

Address

1277 PACIFIC OAKS PL · ESCONDIDO, CA · 920292909

Phone

(858) 485-8326

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

HOLZ & HENRY, INC.

HOLZ & HENRY, INC. 401(K) PLAN

$4.0M · 14 participants

LANTIL LLC, DBA THREE PHASE ELECTRIC

THREE PHASE ELECTRIC 401(K) PLAN

$4.0M · 31 participants

HATHAWAY CONSTRUCTION SERVICES, INC.

$4.0M · 79 participants

Z & S CONTRACTING, INC.

Z & S CONTRACTING 401(K) PLAN

$4.0M · 15 participants

CARRINGTON BUILDERS L.C.

CARRINGTON BUILDERS L.C. 401(K) PLA

$4.0M · 12 participants