Original filing (PDF)20250516102307NAL0020229889001

BAKER SCHULTZ TAX AND FINANCIAL LLC

Name: BAKER SCHULTZ TAX AND FINANCIAL LLC — BAKER SCHULTZ TAX & FINANCIAL LLC 401K, Form 5500 (2024)
Creator: BAKER SCHULTZ TAX AND FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

BAKER SCHULTZ TAX & FINANCIAL LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER SCHULTZ TAX AND FINANCIAL LLC.

Plan sponsor

Name

BAKER SCHULTZ TAX AND FINANCIAL LLC

EIN

85-1198199

Address

351 PRAIRIE HEIGHTS DR · VERONA, WI · 53593

Phone

(608) 501-7837

Industry

Finance & Insurancesee all

Plan administrator