How big is Packer Thomas & Co.'s plan?

Packer Thomas & Co.'s plan reported $19.3M in assets and 53 participants for 2023.

Original filing (PDF)20250627093007NAL0013947360001

Packer Thomas & Co.

Name: Packer Thomas & Co. — Packer Thomas Retirement Plan, Form 5500 (2023)
Creator: Packer Thomas & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Packer Thomas Retirement Plan

401(k) retirement plan · Packer Thomas & Co.'s Packer Thomas Retirement Plan held $19.3M in plan assets for 53 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

People on this filing

Richard Schafer signed Packer Thomas & Co.'s 2023 Form 5500 as plan administrator.

Richard Schafer — 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

Packer Thomas & Co.'s EIN is 34-1667340.

EIN 34-1667340

Plan number 001

Plan year 2023

ACK ID 20250627093007NAL0013947360001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Packer Thomas & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Packer Thomas & Co.'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 PACKER THOMAS & CO..

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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