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Sponsor portfolio

SCHILLER'S PENSION CONSULTING

EIN 94-3208573-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$389K assets
Welfare
0
Participants
14
216 N. SAN MATEO DR. - SAN MATEO, CA 94401650-348-5100
Plans on this EIN
2 filings
#001401k-$358K - 11 part#004TraditionalDB-$31K - 3 part

Retirement portfolio analytics

2 plans aggregated / $389K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PENSION CONSULTING 401(K) (#001)92%
  • DEFINED BENEFIT PLAN (#004)8%
Total $389KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION CONSULTING 401(K) (#001)11
  • DEFINED BENEFIT PLAN (#004)3
Total 14Click 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

SCHILLER'S PENSION CONSULTING 401(K) PLAN

401k

Assets$358K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SCHILLERS PENSION CONSULTING DEFINED BENEFIT PLAN

TraditionalDB

Assets$31K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCHILLER'S PENSION CONSULTING 401(K) PLAN401k$358K112024
004SCHILLERS PENSION CONSULTING DEFINED BENEFIT PLANTraditionalDB$31K32024
Retirement plans
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