Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
SCHU MARKETING
EIN 41-1727167Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
69
8400 WYOMING AVE N, SUITE 200 - BROOKLYN PARK, MN 55445763-593-5616
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 69 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
SCHU/MARKETING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$8.4M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCHU MARKETING INC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$3.0M
Participants35
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 | SCHU/MARKETING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $8.4M | 34 | 2025 | |
| 001 | SCHU MARKETING INC 401K PROFIT SHARING PLAN & TRUST | 401k | $3.0M | 35 | 2025 |
Retirement plans