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  2. P. SCHOENFELD ASSET MANAGEMENT LP
Sponsor portfolio

P. SCHOENFELD ASSET MANAGEMENT LP

EIN 13-3947480-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$25.7M assets
Welfare
0
Participants
72
1350 AVENUE OF THE AMERICAS FL 21 - NEW YORK, NY 100194801212-649-9506
Plans on this EIN
2 filings
#001401k-$23.7M - 47 part#003CashBalance-$2.0M - 25 part

Retirement portfolio analytics

2 plans aggregated / $25.7M assets / 72 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN AND TRUST (#001)92%
  • BALANCE PLAN II (#003)8%
Total $25.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)47
  • BALANCE PLAN II (#003)25
Total 72Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

P. SCHOENFELD ASSET MANAGEMENT LP PROFIT SHARING PLAN AND TRUST

401k

Assets$23.7M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

P. SCHOENFELD ASSET MANAGEMENT LP CASH BALANCE PLAN II

CashBalance

Assets$2.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001P. SCHOENFELD ASSET MANAGEMENT LP PROFIT SHARING PLAN AND TRUST401k$23.7M472024
003P. SCHOENFELD ASSET MANAGEMENT LP CASH BALANCE PLAN IICashBalance$2.0M252024
Retirement plans
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