How big is Schoedel & Schoedel, CPAS, PLLC's plan?

Schoedel & Schoedel, CPAS, PLLC's plan reported $8.3M in assets and 11 participants for 2024.

Original filing (PDF)20250730165606NAL0005050017005

Schoedel & Schoedel, CPAS, PLLC

Name: Schoedel & Schoedel, CPAS, PLLC — Schoedel &, Form 5500 (2024)
Creator: Schoedel & Schoedel, CPAS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schoedel & Schoedel 401 K Plan

401(k) retirement plan · Schoedel & Schoedel, CPAS, PLLC's Schoedel & Schoedel 401 K Plan held $8.3M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Scott Opperud signed Schoedel & Schoedel, CPAS, PLLC's 2024 Form 5500 as plan administrator.

Scott Opperud — 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

Schoedel & Schoedel, CPAS, PLLC's EIN is 91-0614823.

EIN 91-0614823

Plan number 001

Plan year 2024

ACK ID 20250730165606NAL0005050017005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schoedel & Schoedel, CPAS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOEDEL & SCHOEDEL, CPAS, PLLC.

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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