How big is Fellers, Schewe, Scott & Roberts, Inc.'s plan?

Fellers, Schewe, Scott & Roberts, Inc.'s plan reported $12.5M in assets and 17 participants for 2025.

Original filing (PDF)20260413125646NAL0010380355001

Fellers, Schewe, Scott & Roberts, Inc.

Name: Fellers, Schewe, Scott & Roberts, Inc. — Form 5500 Plan 001 (2025)
Creator: Fellers, Schewe, Scott & Roberts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fellers, Schewe, Scott & Roberts 401(k) Plan

401(k) retirement plan · Fellers, Schewe, Scott & Roberts, Inc.'s Fellers, Schewe, Scott & Roberts 401(k) Plan held $12.5M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

Plan identifiers

Fellers, Schewe, Scott & Roberts, Inc.'s EIN is 58-1925466.

EIN 58-1925466

Plan number 001

Plan year 2025

ACK ID 20260413125646NAL0010380355001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fellers, Schewe, Scott & Roberts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fellers, Schewe, Scott & Roberts, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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