Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSS BRITTAIN SCHONBERG CO
EIN 34-1672049law practiceLatest filing 2025
Plans
3
Retirement
2
$11.9M assets
Welfare
1
Participants
97
6480 ROCKSIDE WOODS BLVD SOUTH, SUITE 350 - INDEPENDENCE, OH 44131216-447-1551rbslaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 77 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#001
ROSS, BRITTAIN & SCHONBERG CO., L.P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$6.7M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROSS, BRITTAIN & SCHONBERG CO., L.P.A. CASH BALANCE PLAN AND TRUST AGREEMENT
CashBalance
Assets$5.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSS, BRITTAIN & SCHONBERG CO., L.P.A. 401(K) PROFIT SHARING PLAN | 401k | $6.7M | 58 | 2024 | |
| 002 | ROSS, BRITTAIN & SCHONBERG CO., L.P.A. CASH BALANCE PLAN AND TRUST AGREEMENT | CashBalance | $5.1M | 19 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROSS BRITTAIN SCHONBERG CO SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans