How big is Schulman, Lopez, Hoffer & Adelstein's plan?

Schulman, Lopez, Hoffer & Adelstein's plan reported $8.0M in assets and 42 participants for 2024.

Original filing (PDF)20250603182635NAL0007399635001

Schulman, Lopez, Hoffer & Adelstein

Name: Schulman, Lopez, Hoffer & Adelstein — Schulman, Form 5500 (2024)
Creator: Schulman, Lopez, Hoffer & Adelstein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schulman, Lopez, Hoffer, & Adelstein, LLP 401(k)

401(k) retirement plan · Schulman, Lopez, Hoffer & Adelstein's Schulman, Lopez, Hoffer, & Adelstein, LLP 401(k) held $8.0M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

TINA Ashmore signed Schulman, Lopez, Hoffer & Adelstein's 2024 Form 5500 as plan administrator.

TINA Ashmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schulman, Lopez, Hoffer & Adelstein's EIN is 45-2738777.

EIN 45-2738777

Plan number 001

Plan year 2024

ACK ID 20250603182635NAL0007399635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schulman, Lopez, Hoffer & Adelstein from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schulman, Lopez, Hoffer & Adelstein's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHULMAN, LOPEZ, HOFFER & ADELSTEIN.

Finding similar companies…

Plan health score

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

100

Knocking points off