How big is Schulz Financial Group's plan?

Schulz Financial Group's plan reported $372K in assets and 5 participants for 2024.

Original filing (PDF)20250626165527NAL0021849522001

Schulz Financial Group

Name: Schulz Financial Group — Schulz Financial Group, Form 5500 (2024)
Creator: Schulz Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schulz Financial Group 401(k) P/S Plan

401(k) retirement plan · Schulz Financial Group's Schulz Financial Group 401(k) P/S Plan held $372K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Mary Schulz signed Schulz Financial Group's 2024 Form 5500 as plan administrator.

Mary Schulz — 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

Schulz Financial Group's EIN is 82-3385881.

EIN 82-3385881

Plan number 001

Plan year 2024

ACK ID 20250626165527NAL0021849522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schulz Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schulz Financial Group's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHULZ FINANCIAL GROUP.

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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