· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RONALD H. SCHERR, CPA, LLC — RONALD H SCHERR, CPA, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014221935NAL0007514978001
RONALD H. SCHERR, CPA, LLC
Form 5500-SF
FILING_RECEIVED
RONALD H SCHERR, CPA, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RONALD H. SCHERR, CPA, LLC
.
Find decision makers
Plan sponsor
Name
RONALD H. SCHERR, CPA, LLC
EIN
22-3613322
Address
PO BOX 235 · 322 GREEN POND ROAD 2ND FLOOR · HIBERNIA, NJ · 07842
Phone
(973) 983-2445
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
ROBERT J. KRATZ & CO.
ROBERT J. KRATZ & CO. 401(K) PLAN
$1.3M · 9 participants
CHRISTAKOS & CO PC
CHRISTAKOS & CO PC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 4 participants
SANDERS WALSH & EATON CPAS LLC
SANDERS WALSH & EATON 401 K PLAN
$1.3M · 28 participants
STABLE ROCK SERVICES, LLC
STABLE ROCK SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 24 participants
D'HUYVETTER & SWICHKOW, P.C.
D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 6 participants
KRAFT & COMPANY, PLLC
KRAFT & COMPANY, PLLC 401(K) PROFIT SHARING PLAN
$1.3M · 10 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
