How big is Lindow Stephens Schultz LLP's plan?

Lindow Stephens Schultz LLP's plan reported $5.7M in assets and 26 participants for 2024.

Original filing (PDF)20250614192101NAL0018410961001

Lindow Stephens Schultz LLP

Name: Lindow Stephens Schultz LLP — Lindow Stephens, Form 5500 (2024)
Creator: Lindow Stephens Schultz LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindow Stephens Schultz LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lindow Stephens Schultz LLP's Lindow Stephens Schultz LLP 401(k) Profit Sharing Plan and Trust held $5.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Theodore Schultz signed Lindow Stephens Schultz LLP's 2024 Form 5500 as plan administrator.

Theodore Schultz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lindow Stephens Schultz LLP's EIN is 74-2789469.

EIN 74-2789469

Plan number 001

Plan year 2024

ACK ID 20250614192101NAL0018410961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lindow Stephens Schultz LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lindow Stephens Schultz LLP's 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 LINDOW STEPHENS SCHULTZ LLP.

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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 (91st percentile).

Plan sponsor

Name

LINDOW STEPHENS SCHULTZ LLP

EIN

all filings

Address

700 N MARYS ST STE 1700 · SAN ANTONIO, TX · 78205

Phone

(210) 227-2200

Industry

Law Offices· Professional & Technical Services

Plan administrator