How big is Schroth & Associates, LLC's plan?

Schroth & Associates, LLC's plan reported $104K in assets and 1 participants for 2025.

Original filing (PDF)20260422221109NAL0004049617087

Schroth & Associates, LLC

Name: Schroth & Associates, LLC — Schroth & Associates, Form 5500 (2025)
Creator: Schroth & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schroth & Associates, LLC 401(k) Plan

401(k) retirement plan · Schroth & Associates, LLC's Schroth & Associates, LLC 401(k) Plan held $104K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Elantha Barry signed Schroth & Associates, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Schroth & Associates, LLC's EIN is 47-3707361.

EIN 47-3707361

Plan number 001

Plan year 2025

ACK ID 20260422221109NAL0004049617087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schroth & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schroth & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHROTH & ASSOCIATES, 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

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 (94th percentile).

Plan sponsor

Name

SCHROTH & ASSOCIATES, LLC

EIN

all filings

Address

128 TULIP DR · GAITHERSBURG, MD · 20877

Phone

(301) 785-0215

Industry

Real Estate

Plan administrator