Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
KAM OF WESTERN DUTCHESS COUNTY INC.
EIN 22-3517116Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
52
10 LUMEN LANE, SUITE B - HIGHLAND, NY 12528845-590-0896
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 52 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
KAM OF WESTERN DUTCHESS COUNTY CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KAM OF WESTERN DUTCHESS COUNTY 401 K PROFIT SHARING PLAN & TRUST
401k
Assets$1.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAM OF WESTERN DUTCHESS COUNTY CASH BALANCE PLAN | CashBalance | $2.8M | 24 | 2024 | |
| 001 | KAM OF WESTERN DUTCHESS COUNTY 401 K PROFIT SHARING PLAN & TRUST | 401k | $1.5M | 28 | 2024 |
Retirement plans