How big is William Schutz's plan?

William Schutz's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250725132646NAL0014881682001

William Schutz

Name: William Schutz — William R Schutz Keogh Plan, Form 5500 (2024)
Creator: William Schutz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William R Schutz Keogh Plan

Defined-contribution retirement plan · William Schutz's William R Schutz Keogh Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

William Schutz signed William Schutz's 2024 Form 5500 as plan administrator.

William Schutz — 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

William Schutz's EIN is 36-3620564.

EIN 36-3620564

Plan number 001

Plan year 2024

ACK ID 20250725132646NAL0014881682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Schutz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Schutz's plan includes money-purchase contributions, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM SCHUTZ.

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