Original filing (PDF)20250617065423NAL0000698707001

SCHULER & LEE PA

Name: SCHULER & LEE PA — SCHULER & LEE PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SCHULER & LEE PA

Form 5500-SF

FILING_RECEIVED

SCHULER & LEE PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHULER & LEE PA

EIN

59-3687844all filings

Address

644 CESERY BOULEVARD · SUITE 250 · JACKSONVILLE, FL · 32211

Phone

(904) 813-5583

Industry