How big is Schaffer Partners, Inc.'s plan?

Schaffer Partners, Inc.'s plan reported $1.9M in assets and 31 participants for 2024.

Original filing (PDF)20251007140944NAL0002732387001

Schaffer Partners, Inc.

Name: Schaffer Partners, Inc. — Schaffer Partners, Inc., Form 5500 (2024)
Creator: Schaffer Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaffer Partners, Inc. Savings & Investment Plan

401(k) retirement plan · Schaffer Partners, Inc.'s Schaffer Partners, Inc. Savings & Investment Plan held $1.9M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Schaffer Partners, Inc.'s EIN is 34-1783165.

EIN 34-1783165

Plan number 001

Plan year 2024

ACK ID 20251007140944NAL0002732387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schaffer Partners, 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 SCHAFFER PARTNERS, INC..

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Plan health score

Above-average plan

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

Knocking points off