How big is Schroeder & Schroeder, Inc.'s plan?

Schroeder & Schroeder, Inc.'s plan reported $3.3M in assets and 7 participants for 2024.

Original filing (PDF)20250912103215NAL0000756963001

Schroeder & Schroeder, Inc.

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

Form 5500-SF

FILING_RECEIVED

Schroeder & Schroeder, Inc. 401(k) Plan & Trust

401(k) retirement plan · Schroeder & Schroeder, Inc.'s Schroeder & Schroeder, Inc. 401(k) Plan & Trust held $3.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Schroeder & Schroeder, Inc.'s EIN is 36-2908289.

EIN 36-2908289

Plan number 001

Plan year 2024

ACK ID 20250912103215NAL0000756963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schroeder & Schroeder, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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