How big is Schaefer Insurance Services, LP's plan?

Schaefer Insurance Services, LP's plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250701111311NAL0018403856001

Schaefer Insurance Services, LP

Name: Schaefer Insurance Services, LP — Schaefer Insurance, Form 5500 (2024)
Creator: Schaefer Insurance Services, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaefer Insurance Services 401(k) Plan

401(k) retirement plan · Schaefer Insurance Services, LP's Schaefer Insurance Services 401(k) Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Schaefer Insurance Services, LP's EIN is 52-1857747.

EIN 52-1857747

Plan number 001

Plan year 2024

ACK ID 20250701111311NAL0018403856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaefer Insurance Services, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaefer Insurance Services, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHAEFER INSURANCE SERVICES, LP.

Finding similar companies…

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