Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOE SCHEMBRI REAL ESTATE TEAM, INC.
EIN 94-3141143real estateLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
10
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 10 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#002
JOE SCHEMBRI PROFIT SHARING/401(K) PLAN
401k
Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
JOE SCHEMBRI DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$753K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOE SCHEMBRI PROFIT SHARING/401(K) PLAN | 401k | $2.8M | 7 | 2024 | |
| 003 | JOE SCHEMBRI DEFINED BENEFIT PENSION PLAN | TraditionalDB | $753K | 3 | 2024 |
Retirement plans