· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIEGEL JENNINGS CO., L.P.A. — SIEGEL JENNINGS CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610211737NAL0013393987001
SIEGEL JENNINGS CO., L.P.A.
Form 5500-SF
FILING_RECEIVED
SIEGEL JENNINGS CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
43
Accounts w/ balance
54
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
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
SIEGEL JENNINGS CO., L.P.A.
.
Find decision makers
Plan sponsor
Name
SIEGEL JENNINGS CO., L.P.A.
EIN
34-1190975
Address
23425 COMMERCE PARK DRIVE, STE 103 · CLEVELAND, OH · 44122
Phone
(216) 763-1004
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WILDES & WEINBERG, P.C.
WILDES & WEINBERG, P.C. 401K PROFIT SHARING PLAN
$8.5M · 39 participants
OWEN, WICKERSHAM & ERICKSON, A PROFESSIONAL CORPORATION
OWEN, WICKERSHAM & ERICKSON, APC EMPLOYEES' 401(K) PLAN
$8.5M · 7 participants
LUNDY, BELDECOS & MILBY, PC
LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN
$8.5M · 13 participants
SMITH CASHION & ORR, PLC
SMITH CASHION & ORR, PLC PROFIT SHARING PLAN
$8.5M · 14 participants
LOCHER PAVELKA DOSTAL ET AL
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.
LOCHER PAVELKA DOSTAL ET AL 401(K) SAFE HARBOR PLAN
$8.5M · 15 participants
TOUCHSTONE, BERNAYS, JOHNSTON, BEALL & SMITH, LLP
TOUCHSTONE, BERNAYS, JOHNSTON, BEALL & SMITH PROFIT SHARING 401K PLAN
$8.5M · 40 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
