Original filing (PDF)20250408200356NAL0028778240001

CONRAD & SCHERER L L P

Name: CONRAD & SCHERER L L P — CONRAD & SCHERER L L P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CONRAD & SCHERER L L P

Form 5500-SF

FILING_RECEIVED

CONRAD & SCHERER L L P 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CONRAD & SCHERER L L P.

Plan sponsor

Name

CONRAD & SCHERER L L P

EIN

59-2086713

Address

614 S FEDERAL HWY · FORT LAUDERDALE, FL · 333013110

Phone

(954) 847-3323

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KENNEDY, PC LAW OFFICES

KENNEDY, PC LAW OFFICES 401(K) PLAN

$2.0M · 15 participants

THE KELLY FIRM, P.C.

THE KELLY FIRM, P.C. RETIREMENT PLAN

$2.0M · 5 participants

SMITH MILLS LAW, P.C

SMITH MILLS LAW, P.C 401(K) PLAN

$2.0M · 16 participants

TRACHTENBERG & ARENA PROFIT SHARING PLAN

$2.0M · 2 participants

GONSER AND GONSER, PA

GONSER AND GONSER, PA 401(K) PLAN

$2.0M · 16 participants