How big is Schramm Financial Group, LLC's plan?

Schramm Financial Group, LLC's plan reported $861K in assets and 4 participants for 2024.

Original filing (PDF)20250729105750NAL0004479200001

Schramm Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Schramm Financial Group, LLC 401(k) Plan

401(k) retirement plan · Schramm Financial Group, LLC's Schramm Financial Group, LLC 401(k) Plan held $861K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

Plan identifiers

Schramm Financial Group, LLC's EIN is 46-5557314.

EIN 46-5557314

Plan number 001

Plan year 2024

ACK ID 20250729105750NAL0004479200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schramm Financial Group, LLC'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 SCHRAMM FINANCIAL GROUP, 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