How big is Daniel R Schumaier & Associates' plan?

Daniel R Schumaier & Associates' plan reported $1.9M in assets and 23 participants for 2024.

Original filing (PDF)20250923154954NAL0002647795001

Daniel R Schumaier & Associates

Name: Daniel R Schumaier & Associates — Daniel R Schumaier, Form 5500 (2024)
Creator: Daniel R Schumaier & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel R Schumaier & Associates 401(k) Plan and Trust

401(k) retirement plan · Daniel R Schumaier & Associates' Daniel R Schumaier & Associates 401(k) Plan and Trust held $1.9M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Daniel R Schumaier & Associates' EIN is 62-1156919.

EIN 62-1156919

Plan number 001

Plan year 2024

ACK ID 20250923154954NAL0002647795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel R Schumaier & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel R Schumaier & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, 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 DANIEL R SCHUMAIER & ASSOCIATES.

Finding similar companies…

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