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Sponsor portfolio

KENNETH D. ST PE

EIN 20-3036421-legal services-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
6
700 ST. JOHN STREET, SUITE 401 - LAFAYETTE, LA 70501337-534-4043LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 3 part#001401k-$1.0M - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • SHARING 401K PLAN (#001)46%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • SHARING 401K PLAN (#001)3
Total 6Click 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#002

KDS CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KDS PROFIT SHARING 401K PLAN

401k

Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KDS CASH BALANCE PLANCashBalance$1.2M32024
001KDS PROFIT SHARING 401K PLAN401k$1.0M32024
Retirement plans
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