How big is John Schram's plan?

John Schram's plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250819120908NAL0002281713001

John Schram

Name: John Schram — John Schram 401(k) Plan, Form 5500 (2024)
Creator: John Schram
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Schram 401(k) Plan

401(k) retirement plan · John Schram's John Schram 401(k) Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

John A. Schram signed John Schram's 2024 Form 5500 as plan administrator.

John A. Schram — 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

John Schram's EIN is 91-1868090.

EIN 91-1868090

Plan number 001

Plan year 2024

ACK ID 20250819120908NAL0002281713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Schram from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Schram's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

JOHN SCHRAM

EIN

all filings

Address

917 S. MONROE STREET · SPOKANE, WA · 99204

Phone

(509) 328-5627

Industry

Finance & Insurance

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

2025-08-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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