How big is Schaeffer & Bartell, PLLC's plan?

Schaeffer & Bartell, PLLC's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20260205171214NAL0007093267001

Schaeffer & Bartell, PLLC

Name: Schaeffer & Bartell, PLLC — Schaeffer & Bartell, Form 5500 (2024)
Creator: Schaeffer & Bartell, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaeffer & Bartell, PLLC Profit Sharing Plan

401(k) retirement plan · Schaeffer & Bartell, PLLC's Schaeffer & Bartell, PLLC Profit Sharing Plan held $2.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Schaeffer & Bartell, PLLC's EIN is 61-1432420.

EIN 61-1432420

Plan number 001

Plan year 2024

ACK ID 20260205171214NAL0007093267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaeffer & Bartell, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaeffer & Bartell, PLLC's plan includes profit-sharing, 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 SCHAEFFER & BARTELL, PLLC.

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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