How big is Schroeder Management Company, Inc.'s plan?

Schroeder Management Company, Inc.'s plan reported $1.5M in assets and 13 participants for 2024.

Original filing (PDF)20250314144729NAL0022379681001

Schroeder Management Company, Inc.

Name: Schroeder Management Company, Inc. — SMC 401(k) Plan, Form 5500 (2024)
Creator: Schroeder Management Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMC 401(k) Plan

401(k) retirement plan · Schroeder Management Company, Inc.'s SMC 401(k) Plan held $1.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Schroeder Management Company, Inc.'s EIN is 33-0581537.

EIN 33-0581537

Plan number 001

Plan year 2024

ACK ID 20250314144729NAL0022379681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schroeder Management Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schroeder Management Company, Inc.'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 SCHROEDER MANAGEMENT COMPANY, 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