Original filing (PDF)20250729164458NAL0001795635001

J.L. SCHIFFMAN & CO INC.

Name: J.L. SCHIFFMAN & CO INC. — J.L.SCHIFFMAN & CO INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: J.L. SCHIFFMAN & CO INC.

Form 5500-SF

FILING_RECEIVED

J.L.SCHIFFMAN & CO INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.L. SCHIFFMAN & CO INC..

Plan sponsor

Name

J.L. SCHIFFMAN & CO INC.

EIN

22-1897751

Address

C/O BRENNER · 1125 MAXWELL LANE APT 827 · HOBOKEN, NJ · 07030

Phone

—

Industry

Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

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 providers

Related plans

Similar-size Finance & Insurance plans

COORDINATED PLAN, INC.

COORDINATED PLAN, INC. CASH BALANCE PLAN

$1.9M · 8 participants

PINNACLE WEALTH MANAGEMENT GROUP, INC.

PINNACLE WEALTH MANAGEMENT GROUP 401(K) P/S PLAN

$1.9M · 5 participants

LEDGEWOOD WEALTH ADVISORS, LLC

LEDGEWOOD WEALTH ADVISORS, LLC RETIREMENT PLAN AND TRUST

$1.9M · 2 participants

ROBERT A. BOVE, LTD

ROBERT A. BOVE, LTD DEFINED BENEFIT PLAN

$1.9M · 6 participants

GLOBAL CREDIT PARTNERS, LLC

GLOBAL CREDIT PARTNERS, LLC 401(K) PLAN