How big is Zachary Schlegel's plan?

Zachary Schlegel's plan reported $83K in assets and 3 participants for 2024.

Original filing (PDF)20250410101048NAL0021467393001

Zachary Schlegel

Name: Zachary Schlegel — Zachary Schlegel 401(k) Plan, Form 5500 (2024)
Creator: Zachary Schlegel
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zachary Schlegel 401(k) Plan

401(k) retirement plan · Zachary Schlegel's Zachary Schlegel 401(k) Plan held $83K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

Plan identifiers

Zachary Schlegel's EIN is 83-2269733.

EIN 83-2269733

Plan number 001

Plan year 2024

ACK ID 20250410101048NAL0021467393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zachary Schlegel's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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