How big is Schad Boiler Setting Co.'s plan?

Schad Boiler Setting Co.'s plan reported $3.0M in assets and 24 participants for 2024.

Original filing (PDF)20250725080238NAL0003021155001

Schad Boiler Setting Co.

Name: Schad Boiler Setting Co. — Schad Boiler Setting, Form 5500 (2024)
Creator: Schad Boiler Setting Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schad Boiler Setting Company Employees 401(k) Profit Sharing Trust

401(k) retirement plan · Schad Boiler Setting Co.'s Schad Boiler Setting Company Employees 401(k) Profit Sharing Trust held $3.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

James R Choate Jr. signed Schad Boiler Setting Co.'s 2024 Form 5500 as plan administrator.

James R Choate Jr. — 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

Schad Boiler Setting Co.'s EIN is 38-1844208.

EIN 38-1844208

Plan number 002

Plan year 2024

ACK ID 20250725080238NAL0003021155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schad Boiler Setting Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schad Boiler Setting Co.'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