Sponsor portfolio
SCHOTT FINANCIAL MANAGEMENT
EIN 84-2270903Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$645K assets
Welfare
0
Participants
6
824 VALLEY STREET - PRESCOTT, AZ 86305928-776-1031
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SCHOTT FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $645K | 6 | 2024 |
Retirement plans