Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOENIGSBERG & ASSOCIATES, P.C.
EIN 20-1105311Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOENIGSBERG RETIREMENT PENSION PLAN AND TRUST
401k
Assets$5.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KOENIGSBERG DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$4.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOENIGSBERG RETIREMENT PENSION PLAN AND TRUST | 401k | $5.7M | 16 | 2025 | |
| 002 | KOENIGSBERG DEFINED BENEFIT PENSION PLAN | CashBalance | $4.1M | 12 | 2024 |
Retirement plans