Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CENTER FOR GENERATIONAL KINETICS, LLC
EIN 27-2585648researchLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 12 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#002
THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN
CashBalance
Assets$4.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE CENTER FOR GENERATIONAL KINETICS 401(K) PLAN
401k
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE CENTER FOR GENERATIONAL KINETICS, LLC CASH BALANCE PLAN | CashBalance | $4.2M | 5 | 2025 | |
| 001 | THE CENTER FOR GENERATIONAL KINETICS 401(K) PLAN | 401k | $1.9M | 7 | 2025 |
Retirement plans