Assets by plan
Share of aggregate retirement assets
Filings through .
Kalil & Kress P.A.
EIN 02-0438036Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Health & Benefits
0
Participants
44
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 44 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KALIL & KRESS PROFIT SHARING PLAN
401(k)
Assets$5.4M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KALIL & KRESS P.A. DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$3.7M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KALIL & KRESS PROFIT SHARING PLAN | 401(k) | $5.4M | 32 | 2025 |
| #002 | KALIL & KRESS P.A. DEFINED BENEFIT PENSION PLAN | Cash balance | $3.7M | 12 | 2025 |
- #001 · 401(k) · 202532
- #002 · Cash balance · 202512
Retirement plans