How big is Schalich Brothers Construction, Inc.'s plan?

Schalich Brothers Construction, Inc.'s plan reported $2.1M in assets and 27 participants for 2024.

Original filing (PDF)20250821164002NAL0007642672001

Schalich Brothers Construction, Inc.

Name: Schalich Brothers Construction, Inc. — Schalich, Form 5500 (2024)
Creator: Schalich Brothers Construction, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schalich Brothers Construction, Inc. Profit Sharing Plan

401(k) retirement plan · Schalich Brothers Construction, Inc.'s Schalich Brothers Construction, Inc. Profit Sharing Plan held $2.1M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Schalich Brothers Construction, Inc.'s EIN is 68-0116275.

EIN 68-0116275

Plan number 001

Plan year 2024

ACK ID 20250821164002NAL0007642672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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 (85th percentile).

Plan sponsor

Name

SCHALICH BROTHERS CONSTRUCTION, INC.

EIN

all filings

Address

85 GALLI DRIVE · SUITE J · NOVATO, CA · 94949

Phone

(415) 382-7733

Industry

Construction

Plan administrator