Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KANE-DAVEY ASSOCIATES, INC.
EIN 06-1325139mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
2
$435K assets
Welfare
0
Participants
4
326 WEST MAIN STREET, SUITE 101 - MILFORD, CT 06460203-255-1354kane-davey.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $435K assets / 4 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#005
KANE-DAVEY ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$269K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KANE-DAVEY ASSOCIATES 401(K) PLAN
401k
Assets$166K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | KANE-DAVEY ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $269K | 2 | 2024 | |
| 004 | KANE-DAVEY ASSOCIATES 401(K) PLAN | 401k | $166K | 2 | 2025 |
Retirement plans