How big is Alpert Schreyer, LLC's plan?

Alpert Schreyer, LLC's plan reported $3.2M in assets and 27 participants for 2024.

Original filing (PDF)20250414174335NAL0002063841001

Alpert Schreyer, LLC

Name: Alpert Schreyer, LLC — Alpert Schreyer 401(k) Plan, Form 5500 (2024)
Creator: Alpert Schreyer, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpert Schreyer 401(k) Plan

401(k) retirement plan · Alpert Schreyer, LLC's Alpert Schreyer 401(k) Plan held $3.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Alpert Schreyer, LLC's EIN is 27-3014150.

EIN 27-3014150

Plan number 001

Plan year 2024

ACK ID 20250414174335NAL0002063841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alpert Schreyer, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alpert Schreyer, LLC'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 ALPERT SCHREYER, LLC.

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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