Back to filter
Original filing (PDF)20250626112443NAL0020711122001
SCHAFF & YOUNG P.C.
Form 5500-SF
FILING_RECEIVED
SCHAFF & YOUNG P.C. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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 SCHAFF & YOUNG P.C..
Plan sponsor
Name
SCHAFF & YOUNG P.C.
EIN
20-2521394
Address
1 BROAD ST., STE. 1650 · PHILADELPHIA, PA · 19107
Phone
(215) 988-0090
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
2025-06-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
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
AGHABEGIAN LAW GROUP, A PROFESSIONAL CORPORATION
AGHABEGIAN & ASSOCIATES, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
$2.4M · 4 participants
TYLER & POSSA
TYLER & POSSA CASH BALANCE PLAN
$2.4M · 16 participants
AIMAN-SMITH & MARCY, A PROFESSIONAL CORPORATION
AIMAN-SMITH & MARCY RETIREMENT PLAN
$2.4M · 10 participants
WAYERSKI ZMOLEK INJURY LAW FIRM, PLLC
WAYERSKI ZMOLEK INJURY LAW FIRM, PLLC 401(K) PROFIT SHARING PLAN
$2.4M · 7 participants
CS3 TECHNOLOGY, INC.
CS3 TECHNOLOGY, INC. 401(K) PLAN
$2.4M · 16 participants
BURR LAW FIRM, PLLC
BURR LAW FIRM PLLC 401(K) PLAN
$2.4M · 4 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B