How big is Schlegel Financial Group's plan?

Schlegel Financial Group's plan reported $471K in assets and 4 participants for 2024.

Original filing (PDF)20250722103505NAL0006583746001

Schlegel Financial Group

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

Form 5500-SF

FILING_RECEIVED

Schlegel Financial Group 401(k) Plan

401(k) retirement plan · Schlegel Financial Group's Schlegel Financial Group 401(k) Plan held $471K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

People on this filing

Charles E. Schlegel signed Schlegel Financial Group's 2024 Form 5500 as plan administrator.

Charles E. Schlegel — 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

Schlegel Financial Group's EIN is 46-1841772.

EIN 46-1841772

Plan number 001

Plan year 2024

ACK ID 20250722103505NAL0006583746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schlegel Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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