PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KAHN BROTHERS GROUP, INC.
Sponsor portfolio

KAHN BROTHERS GROUP, INC.

EIN 13-2948997-investment management-Latest filing 2024
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
13
555 MADISON AVENUE, SUITE 1303 - NEW YORK, NY 10022212-980-5050kahnbrothers.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$18.1M - 7 part#003CashBalance-$1.2M - 6 part

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#001)94%
  • DEFINED BENEFIT PLAN (#003)6%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • DEFINED BENEFIT PLAN (#003)6
Total 13Click 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

KAHN BROTHERS GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KAHN BROTHERS GROUP, INC. DEFINED BENEFIT PLAN

CashBalance

Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KAHN BROTHERS GROUP, INC. 401(K) PROFIT SHARING PLAN401k$18.1M72024
003KAHN BROTHERS GROUP, INC. DEFINED BENEFIT PLANCashBalance$1.2M62024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica