Original filing (PDF)20250923154435NAL0002645491001

SCHERER SMITH & KENNY, LLP

Name: SCHERER SMITH & KENNY, LLP — SCHERER SMITH & KENNY, LLP 401(K) PLAN, Form 5500 (2024)
Creator: SCHERER SMITH & KENNY, LLP

Form 5500-SF

FILING_RECEIVED

SCHERER SMITH & KENNY, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 SCHERER SMITH & KENNY, LLP.

Plan sponsor

Name

SCHERER SMITH & KENNY, LLP

EIN

94-3311187

Address

140 GEARY STREET, 7TH FLOOR · SAN FRANCISCO, CA · 94108

Phone

(415) 433-1099

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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