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Sponsor portfolio

KESSLER TOPAZ MELTZER & CHECK, LLP

EIN 23-2977382-law practice-Latest filing 2025
Plans
3
Retirement
2
$62.1M assets
Welfare
1
$421K premiums
Participants
566
280 KING OF PRUSSIA ROAD - RADNOR, PA 19087610-667-7706ktmc.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$58.4M - 254 part#003CashBalance-$3.7M - 122 part#501Fully Insured-$421K - 286 lives

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 376 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#002)94%
  • CASH BALANCE PENSION (#003)6%
Total $62.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)254
  • CASH BALANCE PENSION (#003)122
Total 376Click row to drill in

Benefits portfolio analytics

1 plan / $421K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$393K
  • Dental$393K
  • Life$393K
  • Short-term disability$393K
  • Long-term disability$393K
  • Other$393K
  • +1 more
Total $421K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PRINCIPAL LIFE INSURANCE COMPANY93%
  • EYEMED VISION CARE7%
Total $421K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • CONNER STRONG & BUCKELEW78%
  • GARRY L JOHNSON & ASSOCIATES INC22%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$58.4M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KESSLER, TOPAZ, MELTZER & CHECK, LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$3.7M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KESSLER TOPAZ MELTZER & CHECK, LLP WELFARE BENEFITS PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$421K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN401k$58.4M2542024
003KESSLER, TOPAZ, MELTZER & CHECK, LLP CASH BALANCE PENSION PLANCashBalance$3.7M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KESSLER TOPAZ MELTZER & CHECK, LLP WELFARE BENEFITS PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$421K2862025
Retirement plans
Welfare plans
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