How big is Schooler Asset Management, LLC's plan?

Schooler Asset Management, LLC's plan reported $382K in assets and 39 participants for 2024.

Original filing (PDF)20250926170058NAL0022088514001

Schooler Asset Management, LLC

Name: Schooler Asset Management, LLC — Schooler Asset, Form 5500 (2024)
Creator: Schooler Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schooler Asset Management 401(k) Plan

401(k) retirement plan · Schooler Asset Management, LLC's Schooler Asset Management 401(k) Plan held $382K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

People on this filing

Anna Tkach signed Schooler Asset Management, LLC's 2024 Form 5500 as plan administrator.

Anna Tkach — 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

Schooler Asset Management, LLC's EIN is 52-1965474.

EIN 52-1965474

Plan number 001

Plan year 2024

ACK ID 20250926170058NAL0022088514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schooler Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schooler Asset Management, 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 SCHOOLER ASSET MANAGEMENT, 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