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  2. Stephen J Schwab CPA S.C.

Filings through Oct 24, 2026.

Stephen J Schwab CPA S.C.

EIN 39-1842982-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$344K assets
Health & Benefits
0
Participants
3
15885 W NATIONAL AVENUE - NEW BERLIN, WI 53151262-860-1142
Plans on this EIN
1 filing
#001401(k)-$344K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

STEPHEN J SCHWAB CPA S.C. RETIREMENT TRUST

401(k)

Assets$344K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STEPHEN J SCHWAB CPA S.C. RETIREMENT TRUST401(k)$344K32025
  • STEPHEN J SCHWAB CPA S.C. RETIREMENT TRUST$344K
    #001 · 401(k) · 20253
Retirement plans
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