Original filing (PDF)20250328171420NAL0000789731001

SCHNIEDERS CAPITAL MANAGEMENT, LLC

Name: SCHNIEDERS CAPITAL MANAGEMENT, LLC — SCHNIEDERS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SCHNIEDERS CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SCHNIEDERS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

SCHNIEDERS CAPITAL MANAGEMENT, LLC

EIN

81-0552820

Address

200 SOUTH LOS ROBLES AVE. · SUITE 510 · PASADENA, CA · 91101

Phone

(626) 584-6168

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-28

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IRONWOOD WEALTH MANAGEMENT, LLC

IRONWOOD WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 13 participants

MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC

MOUNTAIN CAPITAL INVESTMENT ADVISORS, INC DEFINED BENEFIT PLAN

$2.2M · 10 participants

FLYRIDER, INC.

FLYRIDER, INC. 401(K) PLAN

$2.2M · 5 participants

DENNING & COMPANY LLC

DENNING & COMPANY 401K PLAN

$2.2M · 3 participants

RALEIGH WEALTH SOLUTIONS INC.

RALEIGH WEALTH SOLUTIONS CASH BALANCE PLAN