Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $23.5M assets / 115 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SCHNEIDER SMELTZ SPIETH BELL, LLP 401(K) PROFIT SHARING PLAN | 401(k) | $23.4M | 72 | 2025 |
| #003 | SCHNEIDER SMELTZ SPIETH BELL, LLP DEFINED BENEFIT PENSION PLAN | Cash balance | $118K | 43 | 2025 |