Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $4.5M assets / 51 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.
Cash balance
Profit-sharing
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KONDLER RETIREMENT PLAN | Cash balance | $3.8M | 17 | 2025 |
| #001 | KONDLER PROFIT SHARING PLAN | Profit-sharing | $492K | 20 | 2025 |
| #003 | KONDLER FINANCIAL GROUP 401(K) PLAN | 401(k) | $197K | 14 | 2025 |