Original filing (PDF)20250616131621NAL0000924641001

SCHOFIELD RESIDENCE, INC.

Name: SCHOFIELD RESIDENCE, INC. — LINEAGE CARE GROUP MULTIPLE EMPLOYER PLAN, Form 5500 (2024)
Creator: SCHOFIELD RESIDENCE, INC.

Form 5500-SF

FILING_RECEIVED

LINEAGE CARE GROUP MULTIPLE EMPLOYER PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

510

Accounts w/ balance

552

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOFIELD RESIDENCE, INC..

Plan sponsor

Name

SCHOFIELD RESIDENCE, INC.

DBA

SCHOFIELD RESIDENCE

EIN

16-0743225

Address

3333 ELMWOOD AVENUE · KENMORE, NY · 142171013

Phone

(716) 874-1566

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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