How big is Schottenfeld CBA, LLC DBA CBA Norcross' plan?

Schottenfeld CBA, LLC DBA CBA Norcross' plan reported $147K in assets and 12 participants for 2025.

Original filing (PDF)20260513095921NAL0006719731001

Schottenfeld CBA, LLC DBA CBA Norcross

Name: Schottenfeld CBA, LLC DBA CBA Norcross — Form 5500 Plan 001 (2025)
Creator: Schottenfeld CBA, LLC DBA CBA Norcross
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBA Norcross 401(k) Plan

401(k) retirement plan · Schottenfeld CBA, LLC DBA CBA Norcross' CBA Norcross 401(k) Plan held $147K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Samuel Schottenfeld signed Schottenfeld CBA, LLC DBA CBA Norcross' 2025 Form 5500 as plan administrator.

Samuel Schottenfeld — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Schottenfeld CBA, LLC DBA CBA Norcross' EIN is 83-3142560.

EIN 83-3142560

Plan number 001

Plan year 2025

ACK ID 20260513095921NAL0006719731001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schottenfeld CBA, LLC DBA CBA Norcross from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schottenfeld CBA, LLC DBA CBA Norcross' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOTTENFELD CBA, LLC DBA CBA NORCROSS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SCHOTTENFELD CBA, LLC DBA CBA NORCROSS

EIN

all filings

Address

5650 PEACHTREE INDUSTRIAL BLVD · NORCROSS, GA · 30071

Phone

(770) 637-1700

Industry

Other Services (ex. Public Admin)

Plan administrator