No issues reported
Schoenberg Finkel Beederman Bell Glazer LLC
20-8033929· Chicago, IL· 2025 filing· vs 32,248 plans your size in your industry
C
0/100
Overall grade
Middle of the pack, with clear ways to do better.
–
Fees
not graded
A
Financial Wellness
F
Plan design
A
Compliance
Fees
Estimate only · not graded
Fees aren't disclosed. A typical estimate for a plan with this asset level is 40 bps, but this estimate is not graded.
Financial Wellness
Strong savings. Employees put away $12,041/employee a year. That's more than 88% of similar plans.
lower88th percentilehigher
Plan design
The employer contributes through profit sharing rather than a standard match.
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
Compliance & health
No compliance issues reported on the latest filing.
No issues reported
The latest public filing does not report any of the compliance issues this grade checks.
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Recordkeeper
Not identified
Key insights
- Strongest area: compliance & health. No compliance issues reported on the latest filing.
- Best place to improve: plan design. The employer contributes through profit sharing rather than a standard match.
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