How big is Schepis Adjusting Service Ltd.'s plan?

Schepis Adjusting Service Ltd.'s plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250717152005NAL0000267283002

Schepis Adjusting Service Ltd.

Name: Schepis Adjusting Service Ltd. — Schepis Adjusting, Form 5500 (2024)
Creator: Schepis Adjusting Service Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schepis Adjusting Service Ltd. Profit Sharing Plan

401(k) retirement plan · Schepis Adjusting Service Ltd.'s Schepis Adjusting Service Ltd. Profit Sharing Plan held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Schepis Adjusting Service Ltd.'s EIN is 11-3003175.

EIN 11-3003175

Plan number 001

Plan year 2024

ACK ID 20250717152005NAL0000267283002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schepis Adjusting Service Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schepis Adjusting Service Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SCHEPIS ADJUSTING SERVICE LTD

EIN

all filings

Address

9 LAKE AVE · CENTER MORICHES, NY · 119342513

Phone

(631) 874-4400

Industry

Finance & Insurance

Plan administrator