Scheer Law Group LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Scheer Law Group LLP
  • Sponsor EIN: 731655259
  • Sponsor Address: 155 N REDWOOD DR STE 100, SAN RAFAEL, CA, 949031966
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$2.9M$52,963$87,209
202316$2.5M$44,609$77,523
202214$2.0M$48,274$80,403

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