Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$2.6M
- PLAN & TRUST (#001)$503K
Filings through .
Kurt Kesler & Associates
EIN 20-8159254Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Health & Benefits
0
Participants
8
P.O. BOX 1072 - CHARLESTON, SC 29402707-331-6564
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 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#002
KURT KESLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$2.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KURT KESLER & ASSOCIATES 401(K) PLAN & TRUST
401(k)
Assets$503K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KURT KESLER & ASSOCIATES DEFINED BENEFIT PLAN & TRUST | Traditional DB | $2.6M | 4 | 2025 |
| #001 | KURT KESLER & ASSOCIATES 401(K) PLAN & TRUST | 401(k) | $503K | 4 | 2025 |
- #002 · Traditional DB · 20254
- #001 · 401(k) · 20254
Retirement plans