How big is Thompson Schoch Financial Advisors' plan?

Thompson Schoch Financial Advisors' plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20251229105002NAL0017622833001

Thompson Schoch Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Thompson Schoch Financial Advisors MCF Benefit Plan

Health & welfare plan · Thompson Schoch Financial Advisors' Thompson Schoch Financial Advisors MCF Benefit Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$581

People on this filing

Becky Wekenborg signed Thompson Schoch Financial Advisors' 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

Thompson Schoch Financial Advisors' EIN is 46-2969652.

EIN 46-2969652

Plan number 501

Plan year 2024

ACK ID 20251229105002NAL0017622833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thompson Schoch Financial Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score