How big is Schumacher & Co., P.S.'s plan?

Schumacher & Co., P.S.'s plan reported $2.4M in assets and 3 participants for 2024.

Original filing (PDF)20250424083307NAL0004560579001

Schumacher & Co., P.S.

Name: Schumacher & Co., P.S. — Schumacher & Co., P.S., Form 5500 (2024)
Creator: Schumacher & Co., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schumacher & Co., P.S. 401(k) Plan

401(k) retirement plan · Schumacher & Co., P.S.'s Schumacher & Co., P.S. 401(k) Plan held $2.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Schumacher & Co., P.S.'s EIN is 93-0967404.

EIN 93-0967404

Plan number 001

Plan year 2024

ACK ID 20250424083307NAL0004560579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schumacher & Co., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schumacher & Co., P.S.'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