How big is Schultheis White, PLC's plan?

Schultheis White, PLC's plan reported $242K in assets and 2 participants for 2024.

Original filing (PDF)20251014162753NAL0001648931001

Schultheis White, PLC

Name: Schultheis White, PLC — Schultheis White, PLC, Form 5500 (2024)
Creator: Schultheis White, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultheis White, PLC Solo(k) Plan

401(k) retirement plan · Schultheis White, PLC's Schultheis White, PLC Solo(k) Plan held $242K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Patrick White signed Schultheis White, PLC's 2024 Form 5500 as plan administrator.

Patrick White — 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

Schultheis White, PLC's EIN is 86-3952810.

EIN 86-3952810

Plan number 001

Plan year 2024

ACK ID 20251014162753NAL0001648931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schultheis White, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schultheis White, PLC'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 SCHULTHEIS WHITE, PLC.

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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