Original filing (PDF)20250610094128NAL0014665233001

SCHOENFELD INSURANCE ASSOCIATES, INC.

Name: SCHOENFELD INSURANCE ASSOCIATES, INC. — SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN, Form 5500 (2024)
Creator: SCHOENFELD INSURANCE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SCHOENFELD INSURANCE ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

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 SCHOENFELD INSURANCE ASSOCIATES, INC..

Plan sponsor

Name

SCHOENFELD INSURANCE ASSOCIATES, INC.

EIN

52-0799825

Address

6225 SMITH AVENUE · BALTIMORE, MD · 21209

Phone

(410) 602-2000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SEUBERT & ASSOCIATES, INC.

SEUBERT & ASSOCIATES, INC. 401(K) PLAN

$14.8M · 105 participants

INSURORS OF TEXAS GENERAL AGENCY LTD

INSURORS OF TEXAS PROFIT SHARING PLAN

$14.8M · 36 participants

KUNKEL & ASSOCIATES, INC.

KUNKEL & ASSOCIATES, INC. 401(K) PLAN

$14.8M · 112 participants

CREST INSURANCE GROUP, LLC

CREST INSURANCE GROUP, LLC 401(K) PLAN

$14.7M · 249 participants

LEWIS-WATKINS-FARMER AGENCY, INC.

LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLAN