How big is Schroeder & Mandel, P.A.'s plan?

Schroeder & Mandel, P.A.'s plan reported $2.1M in assets and 7 participants for 2025.

Original filing (PDF)20260306132747NAL0003050675001

Schroeder & Mandel, P.A.

Name: Schroeder & Mandel, P.A. — Schroeder & Mandel, P.A., Form 5500 (2025)
Creator: Schroeder & Mandel, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schroeder & Mandel, P.A. 401(k) Plan

401(k) retirement plan · Schroeder & Mandel, P.A.'s Schroeder & Mandel, P.A. 401(k) Plan held $2.1M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Rick Schroeder signed Schroeder & Mandel, P.A.'s 2025 Form 5500 as plan administrator.

Rick Schroeder — 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 & Mandel, P.A.'s EIN is 41-1915849.

EIN 41-1915849

Plan number 001

Plan year 2025

ACK ID 20260306132747NAL0003050675001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Schroeder & Mandel, P.A.'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