Department of Labor filing

SCHONFELD STRATEGIC ADVISORS, LLC

SCHONFELD 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

63filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$8,110

Reported employer contributions per active participant.

Higher than about 72% of comparable plans

#People in the filing

507

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$99 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202463out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions72nd percentileTypical peer $5,480 · based on 127 comparable plans

Lower reported administrative expense41st percentileTypical peer $80 · based on 123 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SCHONFELD STRATEGIC ADVISORS, LLC reported $4,111,999 in employer contributions across the plan and 507 active participants. That works out to $8,110 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 32.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 59.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context63/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $4,111,999
Participant contributions: $9,641,340
Other contributions: $5,677,109
Employer share of reported contributions: 29.9%
Beginning assets: $71,149,602
Ending assets: $87,231,972
Ending net assets: $87,231,972
Ending liabilities: $0
Total income: $30,725,173
Total expenses: $14,642,803
Administrative expenses: $77,409
Participant loans: $716,130

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,145

2023

$9,361

2024

$8,110

Plan-paid administrative expenses per participant

2022

$243

2023

$172

2024

$99

Active participants

2022

553

2023

512

2024

507

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$8,110	507	87.2M	20251015203849NAL0002983379001
2023	$9,361	512	71.1M	20241015164509NAL0029155297001
2022	$6,145	553	47.9M	20231014073743NAL0070116258001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 475082310-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2019
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2R2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015203849NAL0002983379001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗