Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$18.0M
Filings through .
2 plans aggregated / $20.0M assets / 98 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KOSTELANETZ LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $18.0M | 68 | 2025 |
| #003 | KOSTELANETZ LLP CASH BALANCE PLAN | Cash balance | $2.1M | 30 | 2025 |