Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$115K
Filings through .
IRA M Shapiro LLC
EIN 27-2978279Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$295K assets
Health & Benefits
0
Participants
6
20860 N TATUM BLVD STE 195 - PHOENIX, AZ 85050480-717-4096
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $295K assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
IRA M SHAPIRO LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$175K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
IRA M SHAPIRO LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$115K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
IRA M SHAPIRO LLC PROFIT SHARING PLAN
Profit-sharing
Assets$5K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | IRA M SHAPIRO LLC DEFINED BENEFIT PLAN | Traditional DB | $175K | 2 | 2025 |
| #001 | IRA M SHAPIRO LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $115K | 2 | 2025 |
| #003 | IRA M SHAPIRO LLC PROFIT SHARING PLAN | Profit-sharing | $5K | 2 | 2025 |
- #002 · Traditional DB · 20252
- #001 · 401(k) · 20252
- #003 · Profit-sharing · 20252
Retirement plans