Janney Montgomery Scott LLC, SERP Masone,White,Penkava,Cristofari Profit Sharing Plan
Defined-contribution retirement plan · Masone,White,Penkava,Cristofari ESQS' Janney Montgomery Scott LLC, SERP Masone,White,Penkava,Cristofari Profit Sharing Plan held $9.1M in plan assets for 9 participants in 2025.
Signals · 1
High average account balance
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
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
79
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASONE,WHITE,PENKAVA,CRISTOFARI ESQS.
