How big is Schatz Construction & Restorat's plan?

Schatz Construction & Restorat's plan reported $252K in assets and 10 participants for 2023.

Original filing (PDF)20240612105841NAL0013768099001

Schatz Construction & Restorat

Name: Schatz Construction & Restorat — Schatz Construction, Form 5500 (2023)
Creator: Schatz Construction & Restorat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schatz Construction & Restorat 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schatz Construction & Restorat's Schatz Construction & Restorat 401(k) Profit Sharing Plan & Trust held $252K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Cristina Mayer signed Schatz Construction & Restorat's 2023 Form 5500 as plan administrator.

Cristina Mayer — 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

Schatz Construction & Restorat's EIN is 81-5381955.

EIN 81-5381955

Plan number 001

Plan year 2023

ACK ID 20240612105841NAL0013768099001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Schatz Construction & Restorat from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Schatz Construction & Restorat's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHATZ CONSTRUCTION & RESTORAT.

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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 (94th percentile).

Plan sponsor

Name

SCHATZ CONSTRUCTION & RESTORAT

EIN

all filings

Address

21 HOUSTON LN · LODI, CA · 95240

Phone

(209) 329-6781

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator