Original filing (PDF)20250721104134NAL0001465888001

ALAN SCHERR ASSOCAITES, LLC

Name: ALAN SCHERR ASSOCAITES, LLC — ALAN SCHERR ASSOCIATES, LLC. 401(K) PLAN, Form 5500 (2024)
Creator: ALAN SCHERR ASSOCAITES, LLC

Form 5500-SF

FILING_RECEIVED

ALAN SCHERR ASSOCIATES, LLC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN SCHERR ASSOCAITES, LLC.

Plan sponsor

Name

ALAN SCHERR ASSOCAITES, LLC

EIN

31-1671428all filings

Address

3491 WESTBURY ROAD · KETTERING, OH · 45409

Phone

(937) 222-4585

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

CHAPO EXTRAX LLC

CHAPO EXTRAX 401(K) PLAN

$35K · 17 participants

SBK ENTERPRISES

SBK ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST

$35K · 7 participants

SANTA CRUZ RUNNING COMPANY INC

SANTA CRUZ RUNNING COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST

$35K · 5 participants

ARTEMIS GROUP INC.

ARTEMIS GROUP INC. 401(K) PLAN

$35K · 51 participants

BECK WELLNESS CENTER

BECK WELLNESS CENTER RETIREMENT TRUST

$35K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.