How big is Schultz & Pogue, LLP's plan?

Schultz & Pogue, LLP's plan reported $8.4M in assets and 12 participants for 2024.

Original filing (PDF)20250522084753NAL0002484465001

Schultz & Pogue, LLP

Name: Schultz & Pogue, LLP — Schultz & Pogue, LLP 401(k), Form 5500 (2024)
Creator: Schultz & Pogue, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz & Pogue, LLP 401(k) Retirement Plan

401(k) retirement plan · Schultz & Pogue, LLP's Schultz & Pogue, LLP 401(k) Retirement Plan held $8.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

David Field signed Schultz & Pogue, LLP's 2024 Form 5500 as plan administrator.

David Field — 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

Schultz & Pogue, LLP's EIN is 35-2097403.

EIN 35-2097403

Plan number 001

Plan year 2024

ACK ID 20250522084753NAL0002484465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schultz & Pogue, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schultz & Pogue, LLP'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 SCHULTZ & POGUE, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SCHULTZ & POGUE, LLP

EIN

all filings

Address

520 INDIANA AVENUE · INDIANAPOLIS, IN · 46202

Phone

(317) 262-1000

Industry

Law Offices· Professional & Technical Services

Plan administrator