Original filing (PDF)20260330121544NAL0015173344001

David Schnaid Advisory Corporation

Name: David Schnaid Advisory Corporation — David Schnaid, Form 5500 (2025)
Creator: David Schnaid Advisory Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Schnaid Accountancy Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · David Schnaid Advisory Corporation's David Schnaid Accountancy Corporation 401(k) Profit Sharing Plan held $4.5M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID SCHNAID ADVISORY CORPORATION.

Plan sponsor

Name

DAVID SCHNAID ADVISORY CORPORATION

EIN

95-3867241all filings

Address

5660 KELVIN AVENUE · WOODLAND HILLS, CA · 91367

Phone

(818) 887-4879

Industry

CPA Offices· Professional & Technical Services

Plan administrator