How big is Kerley Schaffer LLP's plan?

Kerley Schaffer LLP's plan reported $3.4M in assets and 9 participants for 2024.

Original filing (PDF)20250625184840NAL0008387905001

Kerley Schaffer LLP

Name: Kerley Schaffer LLP — Kerley Schaffer LLP 401(k), Form 5500 (2024)
Creator: Kerley Schaffer LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerley Schaffer LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kerley Schaffer LLP's Kerley Schaffer LLP 401(k) Profit Sharing Plan & Trust held $3.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Dylan Schaffer signed Kerley Schaffer LLP's 2024 Form 5500 as plan administrator.

Dylan Schaffer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kerley Schaffer LLP's EIN is 26-3763654.

EIN 26-3763654

Plan number 001

Plan year 2024

ACK ID 20250625184840NAL0008387905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kerley Schaffer LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kerley Schaffer LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 KERLEY SCHAFFER 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 (96th percentile).

Plan sponsor

Name

KERLEY SCHAFFER LLP

EIN

all filings

Address

1939 HARRISON ST STE 912 · OAKLAND, CA · 946123543

Phone

(510) 384-1446

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator