Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCHNIEDERS CAPITAL MANAGEMENT, LLC
EIN 81-0552820Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
20
200 SOUTH LOS ROBLES AVE., SUITE 510 - PASADENA, CA 91101626-584-6168
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 20 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
SCHNIEDERS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCHNIEDERS CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants10
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 | SCHNIEDERS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 10 | 2025 | |
| 001 | SCHNIEDERS CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 10 | 2025 |
Retirement plans