· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SCALAMBRINO & ARNOFF, LLP — SCALAMBRINO & ARNOFF, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003170513NAL0003890946001
SCALAMBRINO & ARNOFF, LLP
Form 5500-SF
FILING_RECEIVED
SCALAMBRINO & ARNOFF, LLP 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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
SCALAMBRINO & ARNOFF, LLP
.
Find decision makers
Plan sponsor
Name
SCALAMBRINO & ARNOFF, LLP
EIN
36-3843693
Address
105 W. MADISON STREET SUITE 810 · CHICAGO, IL · 60602
Phone
(312) 629-0545
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
PATRICK J. FOLLIARD, CPA
PATRICK J. FOLLIARD CPA PROFIT SHARING TRUST
$4.5M · 10 participants
C&D LLP
C&D LLP 401(K) PROFIT SHARING PLAN & TRUST
$4.5M · 20 participants
BERRY, VERDUIN, & KOCH, LLC
BERRY, VERDUIN, & KOCH, LLC 401K PROFIT SHARING PLAN
$4.5M · 3 participants
BURKE CPAS & ADVISORS PLL
BURKE & SCHINDLER SAVINGS & INVESTMENT PLAN
$4.5M · 39 participants
ALLIANCE CPAS LLC
ALLIANCE CPAS LLC RETIREMENT TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 15 participants
SMITH, LEWIS, CHESS & CO., LLP
SMITH, LEWIS, CHESS & CO., LLP SALARY DEFERRAL 401 (K) PLAN
$4.5M · 15 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B