How big is Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.'s plan?

Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.'s plan reported $524K in assets and 21 participants for 2024.

Original filing (PDF)20250925173410NAL0010815283001

Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.

Name: Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc. — Form 5500 Plan 001 (2024)
Creator: Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.W. Schultz & SON, Inc. 401(k) Plan

401(k) retirement plan · Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.'s C.W. Schultz & SON, Inc. 401(k) Plan held $524K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

Plan identifiers

Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.'s EIN is 46-2084010.

EIN 46-2084010

Plan number 001

Plan year 2024

ACK ID 20250925173410NAL0010815283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shirson Enterprise, Inc. T/a C.W. Schultz & SON, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIRSON ENTERPRISE, INC. T/A C.W. SCHULTZ & SON, INC..

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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