Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SCHURMER FIRM
EIN 27-2965064legal servicesLatest filing 2024
Plans
3
Retirement
3
$417K assets
Welfare
0
Participants
22
300 E. ESPLANADE DRIVE SUITE 1180 - OXNARD, CA 93036805-981-0764LinkedIn1-10 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $417K assets / 22 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#003
THE SCHURMER FIRM DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$247K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE SCHURMER FIRM 401(K) PROFIT SHARING PLAN
401k
Assets$109K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE SCHURMER FIRM, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$61K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE SCHURMER FIRM DEFINED BENEFIT PENSION PLAN | TraditionalDB | $247K | 7 | 2024 | |
| 002 | THE SCHURMER FIRM 401(K) PROFIT SHARING PLAN | 401k | $109K | 7 | 2024 | |
| 001 | THE SCHURMER FIRM, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $61K | 8 | 2024 |
Retirement plans