How big is JON L. Schoenhorn & Associates, LLC's plan?

JON L. Schoenhorn & Associates, LLC's plan reported $839K in assets and 1 participants for 2024.

Original filing (PDF)20251002084320NAL0000153491001

JON L. Schoenhorn & Associates, LLC

Name: JON L. Schoenhorn & Associates, LLC — JON L. Schoenh, Form 5500 (2024)
Creator: JON L. Schoenhorn & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON L. Schoenhorn 401(k) Plan

401(k) retirement plan · JON L. Schoenhorn & Associates, LLC's JON L. Schoenhorn 401(k) Plan held $839K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

People on this filing

Victor Garcia for TRPC signed JON L. Schoenhorn & Associates, LLC's 2024 Form 5500 as plan administrator.

Victor Garcia for TRPC — 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

JON L. Schoenhorn & Associates, LLC's EIN is 06-1298821.

EIN 06-1298821

Plan number 001

Plan year 2024

ACK ID 20251002084320NAL0000153491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JON L. Schoenhorn & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JON L. Schoenhorn & Associates, LLC'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 JON L. SCHOENHORN & ASSOCIATES, LLC.

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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 average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JON L. SCHOENHORN & ASSOCIATES, LLC

EIN

all filings

Address

108 OAK STREET · HARTFORD, CT · 06106

Phone

(860) 278-3500

Industry

Law Offices· Professional & Technical Services

Plan administrator