Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENT A. SCHAFFER PLLC
EIN 82-4467447Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
16
1001 MCKINNEY STREET, SUITE 1600 - HOUSTON, TX 77002713-228-8500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 16 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#001
KENT A. SCHAFFER CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KENT A. SCHAFFER PROFIT SHARING PLAN
ProfitSharing
Assets$372K
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 | |
|---|---|---|---|---|---|---|
| 001 | KENT A. SCHAFFER CASH BALANCE PLAN | CashBalance | $2.1M | 6 | 2024 | |
| 002 | KENT A. SCHAFFER PROFIT SHARING PLAN | ProfitSharing | $372K | 10 | 2025 |
Retirement plans