Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Schrock Financial, Inc.
EIN 26-3412474financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 5 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
SCHROCK FINANCIAL, INC. 401(K) PLAN
401(k)
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHROCK FINANCIAL CASH BALANCE PLAN
Cash balance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHROCK FINANCIAL, INC. 401(K) PLAN | 401(k) | $1.8M | 3 | 2025 | |
| 002 | SCHROCK FINANCIAL CASH BALANCE PLAN | Cash balance | $1.4M | 2 | 2025 |
Retirement plans