How big is Dylan Schaefer Insurance Agency, LLC's plan?

Dylan Schaefer Insurance Agency, LLC's plan reported $230K in assets and 6 participants for 2025.

Original filing (PDF)20260508075703NAL0003734673001

Dylan Schaefer Insurance Agency, LLC

Name: Dylan Schaefer Insurance Agency, LLC — Dylan Schaefe, Form 5500 (2025)
Creator: Dylan Schaefer Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dylan Schaefer Insurance Agency, LLC 401(k) Plan

401(k) retirement plan · Dylan Schaefer Insurance Agency, LLC's Dylan Schaefer Insurance Agency, LLC 401(k) Plan held $230K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Dylan Schaefer signed Dylan Schaefer Insurance Agency, LLC's 2025 Form 5500 as plan administrator.

Dylan Schaefer — 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

Dylan Schaefer Insurance Agency, LLC's EIN is 46-0795412.

EIN 46-0795412

Plan number 001

Plan year 2025

ACK ID 20260508075703NAL0003734673001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dylan Schaefer Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dylan Schaefer Insurance Agency, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DYLAN SCHAEFER INSURANCE AGENCY, LLC.

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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