How big is Schroeder Loscotoff Stevens LLP's plan?

Schroeder Loscotoff Stevens LLP's plan reported $5.7M in assets and 8 participants for 2025.

Original filing (PDF)20260512190730NAL0006241507001

Schroeder Loscotoff Stevens LLP

Name: Schroeder Loscotoff Stevens LLP — Schroeder Loscotof, Form 5500 (2025)
Creator: Schroeder Loscotoff Stevens LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schroeder Loscotoff Stevens LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Schroeder Loscotoff Stevens LLP's Schroeder Loscotoff Stevens LLP 401(k) Profit Sharing Plan and Trust held $5.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan identifiers

Schroeder Loscotoff Stevens LLP's EIN is 20-1634151.

EIN 20-1634151

Plan number 001

Plan year 2025

ACK ID 20260512190730NAL0006241507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schroeder Loscotoff Stevens LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schroeder Loscotoff Stevens LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SCHROEDER LOSCOTOFF STEVENS LLP

EIN

all filings

Address

502 MACE BLVD, SUITE 11 · DAVIS, CA · 95618

Phone

(916) 438-8300

Industry

Law Offices· Professional & Technical Services

Plan administrator