Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $5.9M assets / 9 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)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JEFFREY A. VANDER KOOI LLC 401(K) AND PROFIT SHARING PLAN | 401(k) | $3.8M | 6 | 2025 |
| #002 | JEFFREY A. VANDER KOOI, LLC PENSION PLAN | Traditional DB | $2.1M | 3 | 2024 |