Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
DR. JOHN L. SCHAEFFER, INC.
EIN 27-2965453Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
6
3308 EL CAMINO AVE 300-136 - SACRAMENTO, CA 95821916-320-4422
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 6 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#002
DR. JOHN L. SCHAEFFER, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$3.3M
Participants3
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Retirement#001
DR. JOHN L. SCHAEFFER, INC. 401(K) PLAN & TRUST
401k
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR. JOHN L. SCHAEFFER, INC. CASH BALANCE PLAN & TRUST | CashBalance | $3.3M | 3 | 2025 | |
| 001 | DR. JOHN L. SCHAEFFER, INC. 401(K) PLAN & TRUST | 401k | $1.4M | 3 | 2025 |
Retirement plans