Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IRA M SHAPIRO LLC
EIN 27-2978279Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$295K assets
Welfare
0
Participants
6
20860 N TATUM BLVD STE 195 - PHOENIX, AZ 850504278480-717-4096
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $295K 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
IRA M SHAPIRO LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$175K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
IRA M SHAPIRO LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$115K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
IRA M SHAPIRO LLC PROFIT SHARING PLAN
ProfitSharing
Assets$5K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | IRA M SHAPIRO LLC DEFINED BENEFIT PLAN | TraditionalDB | $175K | 2 | 2025 | |
| 001 | IRA M SHAPIRO LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $115K | 2 | 2025 | |
| 003 | IRA M SHAPIRO LLC PROFIT SHARING PLAN | ProfitSharing | $5K | 2 | 2025 |
Retirement plans