Original filing (PDF)20250513103609NAL0017995649001

ALLEN GLASSMAN & SCHATZ LLC

Name: ALLEN GLASSMAN & SCHATZ LLC — ALLEN GLASSMAN & SCHATZ LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALLEN GLASSMAN & SCHATZ LLC

Form 5500-SF

FILING_RECEIVED

ALLEN GLASSMAN & SCHATZ LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEN GLASSMAN & SCHATZ LLC.

Plan sponsor

Name

ALLEN GLASSMAN & SCHATZ LLC

EIN

88-0591831

Address

150 N MICHIGAN AVE STE 3600 · CHICAGO, IL · 606017572

Phone

(312) 853-3000

Industry