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  2. DOUGLAS SCHOEN LLC
Sponsor portfolio

DOUGLAS SCHOEN LLC

EIN 26-3020650-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
22
10295 COLLINS AVE UNIT 2406 - BAL HARBOUR, FL 331541492212-876-5791
Plans on this EIN
2 filings
#001TraditionalDB-$5.7M - 6 part#002401k-$1.3M - 16 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • SCHOEN RETIREMENT PLAN (#001)82%
  • DOUGLAS SCHOEN 401(K) (#002)18%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DOUGLAS SCHOEN 401(K) (#002)16
  • SCHOEN RETIREMENT PLAN (#001)6
Total 22Click 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

DOUGLAS SCHOEN RETIREMENT PLAN

TraditionalDB

Assets$5.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOUGLAS SCHOEN 401(K) PLAN

401k

Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOUGLAS SCHOEN RETIREMENT PLANTraditionalDB$5.7M62024
002DOUGLAS SCHOEN 401(K) PLAN401k$1.3M162024
Retirement plans
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