Original filing (PDF)20251011180256NAL0008629473001

SCHEINBAUM & RUSSEK, LTD.

Name: SCHEINBAUM & RUSSEK, LTD. — SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCHEINBAUM & RUSSEK, LTD.

Form 5500-SF

FILING_RECEIVED

SCHEINBAUM & RUSSEK, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SCHEINBAUM & RUSSEK, LTD..

Plan sponsor

Name

SCHEINBAUM & RUSSEK, LTD.

EIN

85-0381416

Address

369 MONTEZUMA AVENUE, SUITE 345 · SANTA FE, NM · 875012626

Phone

(505) 988-5116

Industry

Retail Tradesee 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

2025-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

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