Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
O'BRIEN RIVAMONTE SLATE & SCHULTE PC
EIN 38-3270278accountingLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
9
25800 NORTHWESTERN HWY., 1100 - SOUTHFIELD, MI 48075248-353-2800ors-cpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 9 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
O'BRIEN RIVAMONTE SLATE & SCHULTE PC PROFIT SHARING PLAN & TRUST
401k
Assets$4.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
O'BRIEN RIVAMONTE SLATE & SCHULTE PC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | O'BRIEN RIVAMONTE SLATE & SCHULTE PC PROFIT SHARING PLAN & TRUST | 401k | $4.3M | 6 | 2025 | |
| 003 | O'BRIEN RIVAMONTE SLATE & SCHULTE PC CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2025 |
Retirement plans