How big is Schmalz Inc.'s plan?

Schmalz Inc.'s plan reported $11.3M in assets and 130 participants for 2024.

Original filing (PDF)20250620081800NAL0002229811001

Schmalz Inc.

Name: Schmalz Inc. — Schmalz 401(k) Profit Sharing Plan &, Form 5500 (2024)
Creator: Schmalz Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schmalz 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schmalz Inc.'s Schmalz 401(k) Profit Sharing Plan & Trust held $11.3M in plan assets for 130 participants in 2024.

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

115

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Gary Vickerson signed Schmalz Inc.'s 2024 Form 5500 as plan administrator.

Gary Vickerson — 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

Schmalz Inc.'s EIN is 56-2121931.

EIN 56-2121931

Plan number 001

Plan year 2024

ACK ID 20250620081800NAL0002229811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schmalz Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schmalz Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score