Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
KOHN, SWIFT & GRAF, P.C.
EIN 23-1711658law practiceLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
24
1600 MARKET STREET, SUITE 2500 - PHILADELPHIA, PA 19103215-238-1700kohnswift.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 24 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
KOHN, SWIFT & GRAF, P.C. PROFIT SHARING PLAN
401k
Assets$9.2M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KOHN, SWIFT & GRAF, P.C. CASH BALANCE PLAN
CashBalance
Assets$9K
Participants3
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 | KOHN, SWIFT & GRAF, P.C. PROFIT SHARING PLAN | 401k | $9.2M | 21 | 2025 | |
| 003 | KOHN, SWIFT & GRAF, P.C. CASH BALANCE PLAN | CashBalance | $9K | 3 | 2025 |
Retirement plans