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Sponsor portfolio

KLASEK, LLC

EIN 26-2537200-individual & family services-Latest filing 2024
Plans
2
Retirement
2
$572K assets
Welfare
0
Participants
11
1082 N. GALE RD. - DAVISON, MI 48423810-730-4297LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#002CashBalance-$414K - 5 part#001ProfitSharing-$159K - 6 part

Retirement portfolio analytics

2 plans aggregated / $572K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $572KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

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

KLASEK, LLC CASH BALANCE PLAN

CashBalance

Assets$414K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KLASEK, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$159K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KLASEK, LLC CASH BALANCE PLANCashBalance$414K52024
001KLASEK, LLC PROFIT SHARING PLANProfitSharing$159K62024
Retirement plans
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