How big is Schaeffer Financial, LLC.'s plan?

Schaeffer Financial, LLC.'s plan reported $5.8M in assets and 7 participants for 2024.

Original filing (PDF)20250403154537NAL0006530179001

Schaeffer Financial, LLC.

Name: Schaeffer Financial, LLC. — Schaeffer Financial, Form 5500 (2024)
Creator: Schaeffer Financial, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaeffer Financial, LLC. 401(k) Plan

401(k) retirement plan · Schaeffer Financial, LLC.'s Schaeffer Financial, LLC. 401(k) Plan held $5.8M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Schaeffer Financial, LLC.'s EIN is 46-1684222.

EIN 46-1684222

Plan number 001

Plan year 2024

ACK ID 20250403154537NAL0006530179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaeffer Financial, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaeffer Financial, LLC.'s plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHAEFFER FINANCIAL, 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