Assets by plan
Share of aggregate retirement assets
Filings through .
Kaestle Boos Associates, Inc.
EIN 06-0866741Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$27.5M assets
Health & Benefits
0
Participants
153
416 SLATER ROAD - NEW BRITAIN, CT 06053860-229-0361
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.5M assets / 153 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#003
KAESTLE BOOS ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.0M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KAESTLE BOOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$11.6M
Participants83
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 |
|---|---|---|---|---|---|
| #003 | KAESTLE BOOS ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.0M | 70 | 2025 |
| #002 | KAESTLE BOOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $11.6M | 83 | 2025 |
- #003 · ESOP · 202570
- #002 · 401(k) · 202583
Retirement plans