How big is Schefer Petric & Simpson, PLLC's plan?

Schefer Petric & Simpson, PLLC's plan reported $1.5M in assets and 25 participants for 2024.

Original filing (PDF)20251015131730NAL0004955649001

Schefer Petric & Simpson, PLLC

Name: Schefer Petric & Simpson, PLLC — SPS 401(k) Plan, Form 5500 (2024)
Creator: Schefer Petric & Simpson, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPS 401(k) Plan

401(k) retirement plan · Schefer Petric & Simpson, PLLC's SPS 401(k) Plan held $1.5M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Schefer Petric & Simpson, PLLC's EIN is 84-4227429.

EIN 84-4227429

Plan number 001

Plan year 2024

ACK ID 20251015131730NAL0004955649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schefer Petric & Simpson, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schefer Petric & Simpson, PLLC'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 SCHEFER PETRIC & SIMPSON, PLLC.

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Plan health score

Above-average plan

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