Original filing (PDF)20251117073036NAL0001984704001

SCHOLTEN AND FANT, A PROFESSIONAL CORPORATION

Name: SCHOLTEN AND FANT, A PROFESSIONAL CORPORATION — SCHOLTEN FANT RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SCHOLTEN AND FANT, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

SCHOLTEN FANT RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOLTEN AND FANT, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

SCHOLTEN AND FANT, A PROFESSIONAL CORPORATION

EIN

38-2089193

Address

100 NORTH THIRD STREET · GRAND HAVEN, MI · 49417

Phone

(616) 842-3030

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-11-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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