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  2. HOYT AND SCHERMERHORN, INC
Sponsor portfolio

HOYT AND SCHERMERHORN, INC

EIN 85-4127584-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$912K assets
Welfare
0
Participants
4
1668 WELLINGTON ROAD - LOS ANGELES, CA 90019323-708-5087
Plans on this EIN
2 filings
#001CashBalance-$768K - 2 part#002401k-$144K - 2 part

Retirement portfolio analytics

2 plans aggregated / $912K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#001)84%
  • SCHERMERHORN 401K PLAN (#002)16%
Total $912KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • SCHERMERHORN 401K PLAN (#002)2
Total 4Click 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#001

HOYT AND SCHERMERHORN CASH BALANCE PLAN

CashBalance

Assets$768K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HOYT AND SCHERMERHORN 401K PLAN

401k

Assets$144K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOYT AND SCHERMERHORN CASH BALANCE PLANCashBalance$768K22024
002HOYT AND SCHERMERHORN 401K PLAN401k$144K22024
Retirement plans
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