How big is Schamerhorn Financial Group's plan?

Schamerhorn Financial Group's plan reported $593K in assets and 2 participants for 2024.

Original filing (PDF)20250325225026NAL0015076337001

Schamerhorn Financial Group

Name: Schamerhorn Financial Group — Schamerhorn Financial, Form 5500 (2024)
Creator: Schamerhorn Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schamerhorn Financial Group 401(k) Plan

401(k) retirement plan · Schamerhorn Financial Group's Schamerhorn Financial Group 401(k) Plan held $593K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

Plan identifiers

Schamerhorn Financial Group's EIN is 76-0377315.

EIN 76-0377315

Plan number 002

Plan year 2024

ACK ID 20250325225026NAL0015076337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schamerhorn Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schamerhorn Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHAMERHORN FINANCIAL GROUP.

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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

Helping the score