Assets by plan
Share of aggregate retirement assets
- AND TRUST II (#004)$1.9M
Filings through .
Kandel Brothers of Middletown, New York, LLC
EIN 14-1514548building materialsLatest filing 2025
Plans
4
Retirement
3
$6.7M assets
Health & Benefits
1
Participants
66
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $6.7M assets / 51 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#003
KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC 401(K) PLAN
401(k)
Assets$3.1M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST II
Cash balance
Assets$1.9M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN
Money purchase
Assets$1.7M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC 401(K) PLAN | 401(k) | $3.1M | 24 | 2025 |
| #004 | KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST II | Cash balance | $1.9M | 12 | 2025 |
| #001 | KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN | Money purchase | $1.7M | 15 | 2025 |
- #003 · 401(k) · 202524
- KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, INC. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST II$1.9M#004 · Cash balance · 202512
- #001 · Money purchase · 202515
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | KANDEL BROTHERS OF MIDDLETOWN, NEW YORK, LLC MONEY PURCHASE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans