SCHOENHOLZ & ASSOCIATES AN ACCOUNTANCY CORPORATION
Form 5500-SF
FILING_RECEIVED
SCHOENHOLZ & ASSOCIATES AN ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
8
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
94
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOENHOLZ & ASSOCIATES AN ACCOUNTANCY CORPORATION.
Plan sponsor
Name
SCHOENHOLZ & ASSOCIATES AN ACCOUNTANCY CORPORATION
EIN
27-0348581
Address
1350 TREAT BLVD., SUITE 280 · WALNUT CREEK, CA · 94597
Phone
(925) 939-3200
Industry
CPA Offices· Professional & Technical Servicessee all
