Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAPLAN FOX & KILSHEIMER LLP
EIN 13-1806017law practiceLatest filing 2024
Plans
2
Retirement
2
$25.8M assets
Welfare
0
Participants
97
800 THIRD AVENUE, 38TH FLOOR - NEW YORK, NY 100227513212-687-1980kaplanfox.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.8M assets / 97 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#001
KAPLAN FOX & KILSHEIMER LLP PROFIT SHARING PLAN
ProfitSharing
Assets$16.9M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAPLAN FOX & KILSHEIMER LLP 401(K) PLAN
401k
Assets$8.9M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAPLAN FOX & KILSHEIMER LLP PROFIT SHARING PLAN | ProfitSharing | $16.9M | 47 | 2024 | |
| 002 | KAPLAN FOX & KILSHEIMER LLP 401(K) PLAN | 401k | $8.9M | 50 | 2024 |
Retirement plans