How big is McDonald Schaefer LLC's plan?

McDonald Schaefer LLC's plan reported $616K in assets and 11 participants for 2025.

Original filing (PDF)20260319092911NAL0003319331001

McDonald Schaefer LLC

Name: McDonald Schaefer LLC — McDonald Schaefer LLC 401(k), Form 5500 (2025)
Creator: McDonald Schaefer LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McDonald Schaefer LLC 401(k) Plan

401(k) retirement plan · McDonald Schaefer LLC's McDonald Schaefer LLC 401(k) Plan held $616K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

People on this filing

DAVE Malone signed McDonald Schaefer LLC's 2025 Form 5500 as plan administrator.

DAVE Malone — 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

McDonald Schaefer LLC's EIN is 39-1883114.

EIN 39-1883114

Plan number 001

Plan year 2025

ACK ID 20260319092911NAL0003319331001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McDonald Schaefer LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McDonald Schaefer LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off