How big is Joseph A. Schudt & Associates, Inc.'s plan?

Joseph A. Schudt & Associates, Inc.'s plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250227103152NAL0003944208001

Joseph A. Schudt & Associates, Inc.

Name: Joseph A. Schudt & Associates, Inc. — JAS 401(k), Form 5500 (2024)
Creator: Joseph A. Schudt & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAS 401(k) Plan & Trust

401(k) retirement plan · Joseph A. Schudt & Associates, Inc.'s JAS 401(k) Plan & Trust held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Joseph A. Schudt & Associates, Inc.'s EIN is 36-3103947.

EIN 36-3103947

Plan number 001

Plan year 2024

ACK ID 20250227103152NAL0003944208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph A. Schudt & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH A. SCHUDT & ASSOCIATES, INC..

Finding similar companies…

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