Original filing (PDF)20250712095642NAL0011235904001

PARLADE SCHAEFER SCHORTZ CPAS P.A.

Name: PARLADE SCHAEFER SCHORTZ CPAS P.A. — PARLADE SCHAEFER SCHORTZ CPAS P.A. 401(K) PLAN, Form 5500 (2024)
Creator: PARLADE SCHAEFER SCHORTZ CPAS P.A.

Form 5500-SF

FILING_RECEIVED

PARLADE SCHAEFER SCHORTZ CPAS P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$929K

Net assets (EOY)

$929K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARLADE SCHAEFER SCHORTZ CPAS P.A..

Plan sponsor

Name

PARLADE SCHAEFER SCHORTZ CPAS P.A.

EIN

20-1282046all filings

Address

5975 SUNSET DRIVE · SUITE 802 · SOUTH MIAMI, FL · 33143

Phone

(305) 670-0400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator