· 2022–2024 · DOL EFAST2

Schroder, Joseph & Associates LLP — Schroder, Joseph, Form 5500 (2025)

Original filing (PDF)20260630073343NAL0012446209003

Schroder, Joseph & Associates LLP

Form 5500-SF

FILING_RECEIVED

Schroder, Joseph & Associates LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Schroder, Joseph & Associates LLP's Schroder, Joseph & Associates LLP 401(k) Profit Sharing Plan held $2.2M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHRODER, JOSEPH & ASSOCIATES LLP.

Plan sponsor

Name

SCHRODER, JOSEPH & ASSOCIATES LLP

EIN

16-1614650all filings

Address

394 FRANKLIN STREET FL 2 · BUFFALO, NY · 14202

Phone

(716) 881-4900

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

McGown & Markling Company, L.P.A.

McGown & Markling Company, L.P.a 401(k) Profit Sharing Plan

$2.2M · 2 participants

Friedman & Chapman LLP

Friedman & Chapman LLP Cash Balance Plan

$2.2M · 22 participants

Berkowitz Cook Gondring Driskell & Drobeck, LLC

Berkowitz, Cook, Gondring & Driskell Safe Harbor 401(k) & Profit Sharing Plan

$2.2M · 10 participants

Law Offices of Kamela James, PLLC

Law Offices of Kamela James 401(k) Plan

$2.2M · 5 participants

Bickford & Chidnese, LLP

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.