SCHLACHMAN, BELSKY, WEINER & DAVEY, P.A. PENSION PLAN
Defined-contribution retirement plan
Active participants
23
Accounts w/ balance
33
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score
88
/ 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
59
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHLACHMAN, BELSKY, WEINER & DAVEY, P.A..
Plan sponsor
Name
SCHLACHMAN, BELSKY, WEINER & DAVEY, P.A.
EIN
52-1141866
Address
300 E. LOMBARD STREET, SUITE 1100 · BALTIMORE, MD · 21202
Phone
(410) 685-2022
Industry
Law Offices· 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
2025-03-24
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
