Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAELIN CONSTRUCTION, INC.
EIN 26-4663538constructionLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
8
7020 KOLL CENTER PARKWAY, STE. 130 - PLEASANTON, CA 94566925-461-4301kaelinconstruction.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M 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
KAELIN CONSTRUCTION, INC. CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAELIN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$791K
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 | KAELIN CONSTRUCTION, INC. CASH BALANCE PLAN | CashBalance | $2.4M | 4 | 2024 | |
| 002 | KAELIN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | 401k | $791K | 4 | 2024 |
Retirement plans