Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MB SCHOEN & ASSOCIATES, INC.
EIN 06-1441777Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
39
2754 BRANDT DRIVE SOUTH SUITE 200 - FARGO, ND 58104701-235-1183
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 39 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MB SCHOEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.8M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MB SCHOEN & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MB SCHOEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.8M | 20 | 2024 | |
| 002 | MB SCHOEN & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 19 | 2025 |
Retirement plans