How big is Schulte, Anderson, Downes, Arons' plan?

Schulte, Anderson, Downes, Arons' plan reported $3.6M in assets and 20 participants for 2024.

Original filing (PDF)20250720092325NAL0000532754001

Schulte, Anderson, Downes, Arons

Name: Schulte, Anderson, Downes, Arons — Schulte, Anderson, Form 5500 (2024)
Creator: Schulte, Anderson, Downes, Arons
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schulte, Anderson, Downes, Aronsor & Bittner, P.C. 401(k)

401(k) retirement plan · Schulte, Anderson, Downes, Arons' Schulte, Anderson, Downes, Aronsor & Bittner, P.C. 401(k) held $3.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Shirley Horner signed Schulte, Anderson, Downes, Arons' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Schulte, Anderson, Downes, Arons' EIN is 93-0805242.

EIN 93-0805242

Plan number 002

Plan year 2024

ACK ID 20250720092325NAL0000532754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schulte, Anderson, Downes, Arons from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schulte, Anderson, Downes, Arons' 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 SCHULTE, ANDERSON, DOWNES, ARONS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SCHULTE, ANDERSON, DOWNES, ARONS

EIN

all filings

Address

811 SW NAITO PARKWAY STE 500 · PORTLAND, OR · 97204

Phone

(503) 223-4131

Industry

Law Offices· Professional & Technical Services

Plan administrator