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  1. Companies/
  2. Schoenberg Kosel Financial, Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Schoenberg Kosel Financial, Inc

EIN 41-1999088-investment banking-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
3
3721 23RD ST S STE 101 - SAINT CLOUD, MN 563016199320-229-2237LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001Other DC-$2.0M - 3 part

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Retirement#001

SCHOENBERG KOSEL & HJORT FINANCIAL 401(K) QPR

Other DC

Assets$2.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHOENBERG KOSEL & HJORT FINANCIAL 401(K) QPROther DC$2.0M32025
Retirement plans
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