Assets by plan
Share of aggregate retirement assets
- CO. 401K PLAN (#002)$28.4M
- & CO. PENSION (#001)$17.5M
Filings through .
H.J. Kalikow & Co.
EIN 13-3758584real estateLatest filing 2025
Plans
2
Retirement
2
$45.8M assets
Health & Benefits
0
Participants
62
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $45.8M assets / 62 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
H.J. KALIKOW & CO. 401K PLAN
401(k)
Assets$28.4M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
H.J. KALIKOW & CO. PENSION PLAN
Traditional DB
Assets$17.5M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | H.J. KALIKOW & CO. 401K PLAN | 401(k) | $28.4M | 33 | 2025 |
| #001 | H.J. KALIKOW & CO. PENSION PLAN | Traditional DB | $17.5M | 29 | 2025 |
- #002 · 401(k) · 202533
- #001 · Traditional DB · 202529
Retirement plans