Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$23.4M
Filings through .
P. Schoenfeld Asset Management LP
EIN 13-3947480Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$25.5M assets
Health & Benefits
0
Participants
66
TOWER 56, 126 EAST 56TH ST., STE. 1620 - NEW YORK, NY 10022212-649-9506
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.5M assets / 66 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
P. SCHOENFELD ASSET MANAGEMENT LP PROFIT SHARING PLAN AND TRUST
401(k)
Assets$23.4M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
P. SCHOENFELD ASSET MANAGEMENT LP CASH BALANCE PLAN II
Cash balance
Assets$2.1M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | P. SCHOENFELD ASSET MANAGEMENT LP PROFIT SHARING PLAN AND TRUST | 401(k) | $23.4M | 47 | 2025 |
| #003 | P. SCHOENFELD ASSET MANAGEMENT LP CASH BALANCE PLAN II | Cash balance | $2.1M | 19 | 2025 |
- #001 · 401(k) · 202547
- #003 · Cash balance · 202519
Retirement plans