Back to filter
Original filing (PDF)20250710145703NAL0015354386001
KRIGER & SCHUBER, APC
Form 5500-SF
FILING_RECEIVED
KRIGER & SCHUBER, APC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRIGER & SCHUBER, APC.
Plan sponsor
Name
KRIGER & SCHUBER, APC
EIN
20-0022970
Address
8220 UNIVERSITY AVENUE, SUITE 100 · LA MESA, CA · 91942
Phone
(619) 589-8800
Industry
Law Offices· Professional & Technical Servicessee 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
2025-07-10
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
FIELDS & COOPER PLLC
FIELDS & COOPER SELF EMPLOYED RETIREMENT PLAN
$1.8M · 6 participants
MT LAW, LLC
MT LAW RETIREMENT PLAN
$1.8M · 37 participants
CHIACCHIA & FLEMING, LLP
CHIACCHIA & FLEMING LLP 401(K) PROFIT SHARING PLAN
$1.8M · 8 participants
MARC&MICHAEL R SCHWARTZ PTR
SCHWARTZ&SCHWARTZPSPPTQRP
$1.8M · 2 participants
SIMON PLC ATTORNEYS & COUNSELORS
SIMON PLC ATTORNEYS & COUNSELORS 401(K) PLAN
$1.8M · 14 participants
SPEAR WILDERMAN, P.C.
SPEAR WILDERMAN, PC 401(K) UNION PROFIT SHARING PLAN
$1.8M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B