Original filing (PDF)20260117050225NAL0025702338001

SCHULZ TRADE LAW PLLC

Name: SCHULZ TRADE LAW PLLC — SCHULZ TRADE LAW PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SCHULZ TRADE LAW PLLC

Form 5500-SF

FILING_RECEIVED

SCHULZ TRADE LAW PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.0 months past the 10.5-month grace window.

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 SCHULZ TRADE LAW PLLC.

Plan sponsor

Name

SCHULZ TRADE LAW PLLC

EIN

87-3658143all filings

Address

8333 DOUGLAS AVE. · SUITE 975 · DALLAS, TX · 75225

Phone

(214) 809-9797

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FAGELBAUM & HELLER LLP

FAGELBAUM & HELLER LLP 401(K) PROFIT SHARING PLAN

$304K · 4 participants

FORBES, REID, DUNNIGAN & MESSIER PLC SAFE HARBOR 401K PLAN

$304K · 7 participants

POWERS LAW P.C.

POWERS LAW P.C. 401(K) PLAN

$304K · 4 participants

LAW OFFICE OF DAVID GOODMAN

LAW OFFICE OF DAVID GOODMAN 401(K) PROFIT SHARING PLAN

$304K · 3 participants

SG LEGAL GROUP, LLC

SG LEGAL GROUP, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.