· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SCHUBERT, GALLAGHER, TYLER & MULCAHEY, P.C. — SCHUBERT, GALLAGHER, TYLER & MULCAHEY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625154437NAL0011468368001
SCHUBERT, GALLAGHER, TYLER & MULCAHEY, P.C.
Form 5500-SF
FILING_RECEIVED
SCHUBERT, GALLAGHER, TYLER & MULCAHEY 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCHUBERT, GALLAGHER, TYLER & MULCAHEY, P.C.
.
Find decision makers
Plan sponsor
Name
SCHUBERT, GALLAGHER, TYLER & MULCAHEY, P.C.
EIN
23-1601164
Address
121 S. BROAD STREET, 20TH FLOOR · PHILADELPHIA, PA · 19107
Phone
(215) 569-3535
Industry
Law 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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS DONAHUE, P.A
SWENSON LERVICK SYVERSON TROSVIG JACOBSON CASS, P.A. 401(K)/PROFIT SHARING PLAN
$4.8M · 11 participants
BRADY & DONAHUE PC
BRADY & DONAHUE PC
$4.8M · 5 participants
SHWAL & PLATT
SHWAL & PLATT PROFIT SHARING PLAN AND TRUST
$4.8M · 2 participants
MEHRI & SKALET
MEHRI & SKALET 401(K) PLAN
$4.8M · 16 participants
MANLEY, DEAS & KOCHALSKI, LLC
MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.8M · 83 participants
GORDON, FOURNARIS & MAMMARELLA, P.A.
GORDON, FOURNARIS & MAMMARELLA, P.A. CASH BALANCE PLAN
$4.8M · 32 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