Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Joe Schembri Real Estate Team, Inc.
EIN 46-4445180Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
10
1283 BEDFORD STREET - FREMONT, CA 94539510-265-4699
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 10 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
JOE SCHEMBRI PROFIT SHARING/401(K) PLAN
401(k)
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOE SCHEMBRI DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$861K
Participants4
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 | JOE SCHEMBRI PROFIT SHARING/401(K) PLAN | 401(k) | $3.2M | 6 | 2025 | |
| 003 | JOE SCHEMBRI DEFINED BENEFIT PENSION PLAN | Traditional DB | $861K | 4 | 2025 |
Retirement plans