PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JOHN SCHRAM
Sponsor portfolio

JOHN SCHRAM

EIN 91-1868090-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
7
917 S. MONROE STREET - SPOKANE, WA 99204509-328-5627LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.7M - 4 part#003CashBalance-$1.9M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • JOHN SCHRAM 401(K) (#001)58%
  • CASH BALANCE PLAN (#003)42%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JOHN SCHRAM 401(K) (#001)4
  • CASH BALANCE PLAN (#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#001

JOHN SCHRAM 401(K) PLAN

401k

Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOHN SCHRAM CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHN SCHRAM 401(K) PLAN401k$2.7M42024
003JOHN SCHRAM CASH BALANCE PLANCashBalance$1.9M32025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica