How big is Schlichter Bogard LLP's plan?

Schlichter Bogard LLP's plan reported $9.7M in assets and 55 participants for 2024.

Original filing (PDF)20250717152302NAL0000757184001

Schlichter Bogard LLP

Name: Schlichter Bogard LLP — Schlichter Bogard 401(k), Form 5500 (2024)
Creator: Schlichter Bogard LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schlichter Bogard 401(k) Plan

401(k) retirement plan · Schlichter Bogard LLP's Schlichter Bogard 401(k) Plan held $9.7M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

Sheri O'GORMAN signed Schlichter Bogard LLP's 2024 Form 5500 as plan administrator.

Sheri O'GORMAN — 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

Schlichter Bogard LLP's EIN is 43-1629506.

EIN 43-1629506

Plan number 001

Plan year 2024

ACK ID 20250717152302NAL0000757184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schlichter Bogard LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schlichter Bogard LLP'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 SCHLICHTER BOGARD LLP.

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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