How big is Schatz Services Unlimited Inc.'s plan?

Schatz Services Unlimited Inc.'s plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20251001212958NAL0014708208001

Schatz Services Unlimited Inc.

Name: Schatz Services Unlimited Inc. — Schatz Services, Form 5500 (2024)
Creator: Schatz Services Unlimited Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schatz Services Unlimited Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Schatz Services Unlimited Inc.'s Schatz Services Unlimited Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kevin Boercker signed Schatz Services Unlimited Inc.'s 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

Schatz Services Unlimited Inc.'s EIN is 42-1579809.

EIN 42-1579809

Plan number 001

Plan year 2024

ACK ID 20251001212958NAL0014708208001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schatz Services Unlimited Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schatz Services Unlimited Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHATZ SERVICES UNLIMITED INC.

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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