How big is Schroeder & HOLT Architects, Ltd.'s plan?

Schroeder & HOLT Architects, Ltd.'s plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260411074425NAL0018982128001

Schroeder & HOLT Architects, Ltd.

Name: Schroeder & HOLT Architects, Ltd. — Schroeder & HOLT, Form 5500 (2025)
Creator: Schroeder & HOLT Architects, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schroeder & HOLT Architects 401(k) Profit Sharing Plan

401(k) retirement plan · Schroeder & HOLT Architects, Ltd.'s Schroeder & HOLT Architects 401(k) Profit Sharing Plan held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David BAUM signed Schroeder & HOLT Architects, Ltd.'s 2025 Form 5500 as plan administrator.

David BAUM — 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

Schroeder & HOLT Architects, Ltd.'s EIN is 39-1273475.

EIN 39-1273475

Plan number 001

Plan year 2025

ACK ID 20260411074425NAL0018982128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schroeder & HOLT Architects, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schroeder & HOLT Architects, Ltd.'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 SCHROEDER & HOLT ARCHITECTS, LTD..

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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 (97th percentile).

Plan sponsor

Name

SCHROEDER & HOLT ARCHITECTS, LTD.

EIN

all filings

Address

311 E. CHICAGO STREET · SUITE 310 · MILWAUKEE, WI · 53202

Phone

(414) 276-1760

Industry

Professional & Technical Services

Plan administrator