Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MANDELL & SHORR, INC.
EIN 95-3550037Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
10
14039 SHERMAN WAY SUITE 100 - VAN NUYS, CA 91405818-901-5277
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M 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#001
MANDELL & SHORR, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MANDELL & SHORR, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MANDELL & SHORR, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 5 | 2024 | |
| 002 | MANDELL & SHORR, INC. PROFIT SHARING PLAN | ProfitSharing | $1.1M | 5 | 2025 |
Retirement plans