Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KRAFT & ASSOCIATES WEALTH MANAGEMENT, INC.
EIN 26-2416018investment bankingLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 8 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
KRAFT AND ASSOCIATES 401(K) PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KRAFT & ASSOCIATES WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KRAFT AND ASSOCIATES 401(K) PLAN | 401k | $1.7M | 4 | 2025 | |
| 002 | KRAFT & ASSOCIATES WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 4 | 2025 |
Retirement plans