Back to filter
Original filing (PDF)20250530093332NAL0015370048001
SHULTZ APPRAISAL, INC.
Form 5500-SF
FILING_RECEIVED
SHULTZ APPRAISAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHULTZ APPRAISAL, INC..
Plan sponsor
Name
SHULTZ APPRAISAL, INC.
EIN
35-1904711
Address
2801 E. BRISTOL STREET SUITE A · ELKHART, IN · 46514
Phone
(574) 262-9314
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
H.A. LANGER & ASSOCIATES, LLC
H.A. LANGER & ASSOCIATES, LLC
$1.0M · 50 participants
RUTUNJ C. PATEL
RUTUNJ C. PATEL 401K PLAN
$1.0M · 1 participants
VALUEWEST, INC.
FORUS 401(K)
$1.0M · 5 participants
ED BLAKE COMPANY
ED BLAKE COMPANY 401K PLAN
$1.0M · 3 participants
ARKANSAS APPRAISERS, INC.
ARKANSAS APPRAISERS, INC. DBA FERSTL VALUATION SERVICES 401(K) PROFIT SHARING PLAN
$1.0M · 4 participants
GAR APPRAISAL LLC
GAR APPRAISAL LLC 401(K) PLAN
$1.0M · 7 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants