How big is Schulz Wealth, Ltd.'s plan?

Schulz Wealth, Ltd.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250227100439NAL0003980450001

Schulz Wealth, Ltd.

Name: Schulz Wealth, Ltd. — Schulz Wealth, Ltd. 401(k), Form 5500 (2024)
Creator: Schulz Wealth, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schulz Wealth, Ltd. 401(k) Plan

401(k) retirement plan · Schulz Wealth, Ltd.'s Schulz Wealth, Ltd. 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Robert Schulz signed Schulz Wealth, Ltd.'s 2024 Form 5500 as plan administrator.

Robert Schulz — 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

Schulz Wealth, Ltd.'s EIN is 47-1178525.

EIN 47-1178525

Plan number 001

Plan year 2024

ACK ID 20250227100439NAL0003980450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schulz Wealth, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schulz Wealth, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHULZ WEALTH, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SCHULZ WEALTH, LTD.

EIN

all filings

Address

1752 BROAD PARK CIRCLE NORTH · SUITE 110 · MANSFIELD, TX · 76063

Phone

(817) 405-4014

Industry

Finance & Insurance

Plan administrator