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Sponsor portfolio

AKF CONSULTING, LLC

EIN 03-0427648-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
6
757 THIRD AVENUE, 12TH FLOOR - NEW YORK, NY 10017917-865-2169
Plans on this EIN
2 filings
#001CashBalance-$914K - 3 part#002401k-$408K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#001)69%
  • PROFIT SHARING PLAN (#002)31%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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

AKF CONSULTING GROUP CASH BALANCE PLAN

CashBalance

Assets$914K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AKF CONSULTING GROUP 401(K) AND PROFIT SHARING PLAN

401k

Assets$408K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AKF CONSULTING GROUP CASH BALANCE PLANCashBalance$914K32025
002AKF CONSULTING GROUP 401(K) AND PROFIT SHARING PLAN401k$408K32025
Retirement plans
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