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Sponsor portfolio

SCHIAVONE LAW FIRM, LLC

EIN 85-1029960-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$748K assets
Welfare
1
Participants
10
9078 UNION CENTRE BOULEVARD, SUITE 350 - WEST CHESTER, OH 45069513-284-7066
Plans on this EIN
3 filings
#003CashBalance-$422K - 3 part#002401k-$326K - 4 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $748K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PENSION (#003)56%
  • PROFIT SHARING PLAN (#002)44%
Total $748KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PENSION (#003)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SCHIAVONE LAW FIRM, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$422K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCHIAVONE LAW FIRM LLC 401(K) PROFIT SHARING PLAN

401k

Assets$326K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHIAVONE LAW FIRM SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SCHIAVONE LAW FIRM, LLC CASH BALANCE PENSION PLANCashBalance$422K32025
002SCHIAVONE LAW FIRM LLC 401(K) PROFIT SHARING PLAN401k$326K42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHIAVONE LAW FIRM SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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