Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAESTLE BOOS ASSOCIATES, INC.
EIN 06-0866741Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$34.8M assets
Welfare
0
Participants
150
416 SLATER ROAD - NEW BRITAIN, CT 06053860-229-0361
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.8M assets / 150 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#003
KAESTLE BOOS ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$23.2M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAESTLE BOOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$11.6M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KAESTLE BOOS ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.2M | 67 | 2024 | |
| 002 | KAESTLE BOOS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $11.6M | 83 | 2025 |
Retirement plans