How big is Caleb Schroeder MD LLC's plan?

Caleb Schroeder MD LLC's plan reported $413K in assets and 8 participants for 2024.

Original filing (PDF)20251013191641NAL0002630032001

Caleb Schroeder MD LLC

Name: Caleb Schroeder MD LLC — Caleb Schroeder MD LLC, Form 5500 (2024)
Creator: Caleb Schroeder MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caleb Schroeder MD LLC 401(k) Plan

401(k) retirement plan · Caleb Schroeder MD LLC's Caleb Schroeder MD LLC 401(k) Plan held $413K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

People on this filing

Caleb Schroeder signed Caleb Schroeder MD LLC's 2024 Form 5500 as plan administrator.

Caleb Schroeder — 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

Caleb Schroeder MD LLC's EIN is 84-2227091.

EIN 84-2227091

Plan number 001

Plan year 2024

ACK ID 20251013191641NAL0002630032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caleb Schroeder MD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caleb Schroeder MD LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 CALEB SCHROEDER MD LLC.

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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