Original filing (PDF)20250729110212NAL0004490240001

R.J. SCHERR & ASSOCIATES

Name: R.J. SCHERR & ASSOCIATES — R.J. SCHERR & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: R.J. SCHERR & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

R.J. SCHERR & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 R.J. SCHERR & ASSOCIATES.

Plan sponsor

Name

R.J. SCHERR & ASSOCIATES

EIN

43-1360120

Address

101 E. HIGH ST. · PO BOX 1543 · JEFFERSON CITY, MO · 65102

Phone

(573) 636-2822

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

2025-07-29

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

SYNERGISTIX, INC.

SYNERGISTIX, INC. 401(K) PLAN

$5.7M · 154 participants

BOOMERSHINE CONSULTING GROUP, LLC

$5.7M · 15 participants

PFT-ALEXANDER, INC.

PFT-ALEXANDER, INC. SAVINGS & RETIREMENT PLAN

$5.7M · 33 participants

LIEBER HAMMER, P.C.

LIEBER HAMMER, P.C. PROFIT SHARING PLAN

$5.7M · 9 participants

GEN., LLC

GEN., LLC 401(K) PLAN

$5.7M · 46 participants