Original filing (PDF)20250411101802NAL0014042659001

CLAYTON L SCHILTZ DO INC

Name: CLAYTON L SCHILTZ DO INC — CLAYTON L SCHILTZ DO INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CLAYTON L SCHILTZ DO INC

Form 5500-SF

FILING_RECEIVED

CLAYTON L SCHILTZ DO INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYTON L SCHILTZ DO INC.

Plan sponsor

Name

CLAYTON L SCHILTZ DO INC

EIN

47-2001507

Address

7888 WREN AVE STE A10 · GILROY, CA · 950204962

Phone

(408) 713-2600

Industry