Original filing (PDF)20250605123608NAL0009159427001

SCHOENBERG KOSEL FINANCIAL, INC.

Name: SCHOENBERG KOSEL FINANCIAL, INC. — SCHOENBERG KOSEL & HJORT FINANCIAL 401(K) QPR, Form 5500 (2024)
Creator: SCHOENBERG KOSEL FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

SCHOENBERG KOSEL & HJORT FINANCIAL 401(K) QPR

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHOENBERG KOSEL FINANCIAL, INC..

Plan sponsor

Name

SCHOENBERG KOSEL FINANCIAL, INC.

DBA