Original filing (PDF)20250709090143NAL0012593042001

SCHOENBAUM, CURPHY & SCANLAN PC

Name: SCHOENBAUM, CURPHY & SCANLAN PC — SCHOENBAUM, CURPHY & SCANLAN 401(K) PLAN, Form 5500 (2024)
Creator: SCHOENBAUM, CURPHY & SCANLAN PC

Form 5500-SF

FILING_RECEIVED

SCHOENBAUM, CURPHY & SCANLAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 SCHOENBAUM, CURPHY & SCANLAN PC.

Plan sponsor

Name

SCHOENBAUM, CURPHY & SCANLAN PC

EIN

74-2519925

Address

112 E PECAN STREET · SUITE 1240 · SAN ANTONIO, TX · 78205

Phone

(210) 224-4491

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

2025-07-09

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

LAW OFFICES OF TERRENCE KENNEDY, JR. LLC

LAW OFFICES OF TERRENCE KENNEDY, JR. LLC 401(K) PLAN

$6.1M · 16 participants

FELDMAN BROWNE, A PROFESSIONAL CORPORATION

FELDMAN BROWNE, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

$6.1M · 1 participants

BERNARD, CASSISA, ELLIOTT & DAVI

BERNARD, CASSISA, ELLIOTT & DAVIS APLC PROFIT SHARING PLAN

$6.1M · 15 participants

OSBORNE, HELMAN, SCOTT, KNISELY & STANTON, LLP

OSBORNE, HELMAN, SCOTT, KNISELY & STANTON, LLP RETIREMENT PLAN

$6.1M · 24 participants