Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAIZEN APPROACH, INC.
EIN 27-0828358information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
141
7021 COLUMBIA GATEWAY DR., SUITE 400 - COLUMBIA, MD 21046855-564-6842kaizenapproach.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 141 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
KAIZEN APPROACH, INC.401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KAIZEN APPROACH DEFINED BENEFIT PLAN
CashBalance
Assets$3.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAIZEN APPROACH, INC.401(K) PROFIT SHARING PLAN | 401k | $6.1M | 92 | 2024 | |
| 002 | KAIZEN APPROACH DEFINED BENEFIT PLAN | CashBalance | $3.2M | 49 | 2024 |
Retirement plans
Welfare plans