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  1. Companies/
  2. Schaeffer Financial, LLC.

Filings through Oct 24, 2026.

Schaeffer Financial, LLC.

EIN 46-1684222-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.1M assets
Health & Benefits
0
Participants
8
4612 GREAT OAK ROAD - ROCKVILLE, MD 20853301-933-5550schaefferfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$7.1M - 8 part

Plan summaries

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

Retirement#001

SCHAEFFER FINANCIAL, LLC. 401K PLAN

401(k)

Assets$7.1M
Participants8
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
#001SCHAEFFER FINANCIAL, LLC. 401K PLAN401(k)$7.1M82025
  • SCHAEFFER FINANCIAL, LLC. 401K PLAN$7.1M
    #001 · 401(k) · 20258
Retirement plans
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