Original filing (PDF)20260716162000NAL0005758576001

Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Compan

Name: Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Compan — Form 5500 Plan 001 (2025)
Creator: Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Compan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Company Retirement Plan

401(k) retirement plan · Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Compan's Robert L. Schiller, a SOLE Proprietorship DBA Jones, Schiller & Company Retirement Plan held $6.9M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPAN.

Plan sponsor

Name

ROBERT L. SCHILLER, A SOLE PROPRIETORSHIP DBA JONES, SCHILLER & COMPAN

EIN

80-0101870all filings

Address

507 POLK STREET, SUITE 300 · SAN FRANCISCO, CA · 94102

Phone

(415) 771-5335

Industry

CPA Offices· Professional & Technical Services

Plan administrator