Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
KURT KESLER & ASSOCIATES
EIN 20-8159254Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
P.O. BOX 1072 - CHARLESTON, SC 29402925-838-9888
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 8 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#002
KURT KESLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$2.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KURT KESLER & ASSOCIATES 401(K) PLAN & TRUST
401k
Assets$320K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KURT KESLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $2.3M | 4 | 2024 | |
| 001 | KURT KESLER & ASSOCIATES 401(K) PLAN & TRUST | 401k | $320K | 4 | 2024 |
Retirement plans