How big is Consumer Financial Services, Inc.'s plan?

Consumer Financial Services, Inc.'s plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20251015121139NAL0004496241001

Consumer Financial Services, Inc.

Name: Consumer Financial Services, Inc. — Schindler Wealth, Form 5500 (2024)
Creator: Consumer Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schindler Wealth Management 401(k) Plan

401(k) retirement plan · Consumer Financial Services, Inc.'s Schindler Wealth Management 401(k) Plan held $2.7M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Consumer Financial Services, Inc.'s EIN is 33-0551629.

EIN 33-0551629

Plan number 002

Plan year 2024

ACK ID 20251015121139NAL0004496241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Consumer Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Consumer Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CONSUMER FINANCIAL SERVICES, 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