How big is Schramm Financial Group's plan?

Schramm Financial Group's plan reported $3.8M in assets and 5 participants for 2022.

Original filing (PDF)20240823155357NAL0013754690001

Schramm Financial Group

Name: Schramm Financial Group — Schramm Financial Group, Form 5500 (2022)
Creator: Schramm Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schramm Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Schramm Financial Group's Schramm Financial Group 401(k) Profit Sharing Plan held $3.8M in plan assets for 5 participants in 2022.

Signals · 2

Late filing · 9.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Schramm Financial Group's EIN is 95-4575921.

EIN 95-4575921

Plan number 001

Plan year 2022

ACK ID 20240823155357NAL0013754690001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Schramm Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Schramm Financial Group'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 SCHRAMM FINANCIAL GROUP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off