Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHAUMBURG & POLK, INC.
EIN 74-1754133civil engineeringLatest filing 2025
Plans
2
Retirement
2
$12.6M assets
Welfare
0
Participants
166
8865 COLLEGE STREET, SUITE 100 - BEAUMONT, TX 77707409-866-0341spi-eng.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 166 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
SCHAUMBURG & POLK, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10.1M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCHAUMBURG & POLK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.4M
Participants73
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 | SCHAUMBURG & POLK, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10.1M | 93 | 2025 | |
| 001 | SCHAUMBURG & POLK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.4M | 73 | 2025 |
Retirement plans