Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENDALL PARTNERS LTD
EIN 27-1365715Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
3
$1.1M assets
Welfare
0
Participants
46
129 COMMERCIAL DR - YORKVILLE, IL 60560630-973-0933
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.1M assets / 46 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#003
KENDALL PARTNERS RETIREMENT PLAN
CashBalance
Assets$683K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KENDALL PARTNERS 401(K) PLAN
401k
Assets$267K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KENDALL PARTNERS PROFIT SHARING PLAN
ProfitSharing
Assets$173K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KENDALL PARTNERS RETIREMENT PLAN | CashBalance | $683K | 9 | 2025 | |
| 001 | KENDALL PARTNERS 401(K) PLAN | 401k | $267K | 25 | 2025 | |
| 002 | KENDALL PARTNERS PROFIT SHARING PLAN | ProfitSharing | $173K | 12 | 2025 |
Retirement plans