How big is Schultz & Wright, LLP's plan?

Schultz & Wright, LLP's plan reported $5.6M in assets and 5 participants for 2025.

Original filing (PDF)20260429151656NAL0010605025001

Schultz & Wright, LLP

Name: Schultz & Wright, LLP — Schultz & Wright, LLP 401(k), Form 5500 (2025)
Creator: Schultz & Wright, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schultz & Wright, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Schultz & Wright, LLP's Schultz & Wright, LLP 401(k) Profit Sharing Plan held $5.6M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Steven J. Schultz signed Schultz & Wright, LLP's 2025 Form 5500 as plan administrator.

Steven J. Schultz — 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

Schultz & Wright, LLP's EIN is 94-3197110.

EIN 94-3197110

Plan number 002

Plan year 2025

ACK ID 20260429151656NAL0010605025001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schultz & Wright, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHULTZ & WRIGHT, LLP.

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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