Assets by plan
Share of aggregate retirement assets
Filings through .
Roger B. Schagrin PC
EIN 52-1355625Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
0
Participants
49
900 7TH ST NW, STE 500 - WASHINGTON, DC 20001202-223-1700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 49 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ROGER B. SCHAGRIN PC 401(K) PLAN
401(k)
Assets$968K
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ROGER B. SCHAGRIN PC 401(K) PLAN
401(k)
Assets$607K
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROGER B. SCHAGRIN PC 401(K) PLAN | 401(k) | $968K | 25 | 2025 |
| #001 | ROGER B. SCHAGRIN PC 401(K) PLAN | 401(k) | $607K | 24 | 2024 |
- #002 · 401(k) · 202525
- #001 · 401(k) · 202424
Retirement plans