How big is David N. Schultz, Inc.'s plan?

David N. Schultz, Inc.'s plan reported $882K in assets and 14 participants for 2024.

Original filing (PDF)20250926120823NAL0009382017001

David N. Schultz, Inc.

Name: David N. Schultz, Inc. — David N. Schultz 401(k), Form 5500 (2024)
Creator: David N. Schultz, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David N. Schultz 401(k) Retirement Plan

401(k) retirement plan · David N. Schultz, Inc.'s David N. Schultz 401(k) Retirement Plan held $882K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

People on this filing

Jennifer S Bertolet signed David N. Schultz, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer S Bertolet — 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

David N. Schultz, Inc.'s EIN is 95-3021306.

EIN 95-3021306

Plan number 001

Plan year 2024

ACK ID 20250926120823NAL0009382017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David N. Schultz, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David N. Schultz, Inc.'s 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 DAVID N. SCHULTZ, INC..

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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

Knocking points off