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M.J. SCHUETZ INSURANCE SERVICES, INC DBA SCHUETZ INSURANCE SERVICES — SCHUETZ INSURANCE SERVICES 401 (K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251029135851NAL0001770466001
M.J. SCHUETZ INSURANCE SERVICES, INC DBA SCHUETZ INSURANCE SERVICES
Form 5500-SF
FILING_RECEIVED
SCHUETZ INSURANCE SERVICES 401 (K) RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
M.J. SCHUETZ INSURANCE SERVICES, INC DBA SCHUETZ INSURANCE SERVICES
.
Find decision makers
Plan sponsor
Name
M.J. SCHUETZ INSURANCE SERVICES, INC DBA SCHUETZ INSURANCE SERVICES
EIN
45-3694132
Address
1531 INDIANA AVENUE · INDIANAPOLIS, IN · 46202
Phone
(317) 639-5679
Industry
Finance & Insurance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-09-02
Filed
2025-10-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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