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Sponsor portfolio

IAN N. KARR, INC.

EIN 13-3333394-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
13
1090 CENTER DRIVE - PARK CITY, UT 84098212-246-4634
Plans on this EIN
2 filings
#001401k-$3.8M - 9 part#002CashBalance-$333K - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN AND TRUST (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)9
  • CASH BALANCE PLAN (#002)4
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

IAN N KARR INC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IAN N. KARR, INC. CASH BALANCE PLAN

CashBalance

Assets$333K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IAN N KARR INC 401(K) PROFIT SHARING PLAN AND TRUST401k$3.8M92025
002IAN N. KARR, INC. CASH BALANCE PLANCashBalance$333K42025
Retirement plans
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