Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOHLHEPP INVESTMENT ADVISORS, LTD.
EIN 23-2965652financial servicesLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
Participants
16
3655 ROUTE 202, SUITE 100 - DOYLESTOWN, PA 18902215-340-5777kohlheppadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 11 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#001
KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN
CashBalance
Assets$207K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOHLHEPP INVESTMENT ADVISORS, LTD. 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 6 | 2025 | |
| 002 | KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN | CashBalance | $207K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans