Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN MAZOH & CO., INC.
EIN 52-0858948retailLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 11 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#004
STEPHEN MAZOH & CO., INC. 401K PROFIT SHARING PLA
401k
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
STEPHEN MAZOH & CO., INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$521K
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 | |
|---|---|---|---|---|---|---|
| 004 | STEPHEN MAZOH & CO., INC. 401K PROFIT SHARING PLA | 401k | $1.6M | 7 | 2024 | |
| 005 | STEPHEN MAZOH & CO., INC. DEFINED BENEFIT PLAN | TraditionalDB | $521K | 4 | 2024 |
Retirement plans