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  2. KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC
Sponsor portfolio

KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC

EIN 14-1514548-building materials-Latest filing 2025
Plans
4
Retirement
3
$6.7M assets
Welfare
1
Participants
65
151 NORTH STREET - MIDDLETOWN, NY 10940845-343-3200LinkedIn11-50 employeesbuilding materials
Plans on this EIN
4 filings
#003401k-$3.1M - 24 part#004CashBalance-$1.9M - 11 part#001MoneyPurchase-$1.7M - 15 part#001Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $6.7M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • YORK, LLC 401(K) (#003)46%
  • AND TRUST II (#004)29%
  • MONEY PURCHASE PLAN (#001)26%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • YORK, LLC 401(K) (#003)24
  • MONEY PURCHASE PLAN (#001)15
  • AND TRUST II (#004)11
Total 50Click 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#003

KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC 401(K) PLAN

401k

Assets$3.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST II

CashBalance

Assets$1.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN

MoneyPurchase

Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC 401(K) PLAN401k$3.1M242025
004KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST IICashBalance$1.9M112025
001KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLANMoneyPurchase$1.7M152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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