· 2022–2024 · DOL EFAST2

Schumann Burghart LLP — Schumann Burghart LLP 401(k), Form 5500 (2025)

Original filing (PDF)20260529102716NAL0018996290001

Schumann Burghart LLP

Form 5500-SF

FILING_RECEIVED

Schumann Burghart LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Schumann Burghart LLP's Schumann Burghart LLP 401(k) Profit Sharing Plan & Trust held $938K in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

9

Accounts w/ balance

5

Plan assets (EOY)

$938K

Net assets (EOY)

$938K

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

68

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHUMANN BURGHART LLP.

Plan sponsor

Name

SCHUMANN BURGHART LLP

EIN

81-4170869all filings

Address

1 PENN PLZ STE 4440 · NEW YORK, NY · 101190002

Phone

(646) 502-5778

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

Small plans don't disclose service providers

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