How big is Schulte TA Inc.'s plan?

Schulte TA Inc.'s plan reported $1.7M in assets and 39 participants for 2024.

Original filing (PDF)20251014100029NAL0003560368001

Schulte TA Inc.

Name: Schulte TA Inc. — Schulte TA Inc. 401(k) Plan, Form 5500 (2024)
Creator: Schulte TA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schulte TA Inc. 401(k) Plan

401(k) retirement plan · Schulte TA Inc.'s Schulte TA Inc. 401(k) Plan held $1.7M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

AMY Fraser signed Schulte TA Inc.'s 2024 Form 5500 as plan administrator.

AMY Fraser — 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

Schulte TA Inc.'s EIN is 46-0403034.

EIN 46-0403034

Plan number 001

Plan year 2024

ACK ID 20251014100029NAL0003560368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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