Original filing (PDF)20250701155026NAL0029942226001

SHJEFLO, RILEY & CRUZ LLP

Name: SHJEFLO, RILEY & CRUZ LLP — SHJEFLO, RILEY & CRUZ LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHJEFLO, RILEY & CRUZ LLP

Form 5500-SF

FILING_RECEIVED

SHJEFLO, RILEY & CRUZ LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SHJEFLO, RILEY & CRUZ LLP

EIN

94-3244618

Address

STE 250 · 2000 ALAMEDA DE LAS PULGAS · SAN MATEO, CA · 944031271

Phone

(650) 341-2900

Industry