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Sponsor portfolio

MICHAEL SCHEMA

EIN 31-1661457-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
22497 DODGE CT - FARIBAULT, MN 55021507-351-3595
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 3 part#001ProfitSharing-$406K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SCHEMA CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCHEMA PROFIT SHARING PLAN

ProfitSharing

Assets$406K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCHEMA CASH BALANCE PLANCashBalance$1.4M32025
001SCHEMA PROFIT SHARING PLANProfitSharing$406K72025
Retirement plans
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