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Sponsor portfolio

KSW PROPERTIES

EIN 27-2902760-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
2
$1.1M assets
Welfare
1
Participants
62
6099 E. SPEEDWAY BLVD. - TUCSON, AZ 85712520-403-7703
Plans on this EIN
3 filings
#002TraditionalDB-$846K - 20 part#001401k-$227K - 22 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PENSION (#002)79%
  • PROFIT SHARING PLAN (#001)21%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)22
  • DEFINED BENEFIT PENSION (#002)20
Total 42Click 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

KSW PARTNERS DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$846K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KSW PROPERTIES PROFIT SHARING PLAN

401k

Assets$227K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

KSW PARTNERS DEFINED BENEFIT PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KSW PARTNERS DEFINED BENEFIT PENSION PLANTraditionalDB$846K202024
001KSW PROPERTIES PROFIT SHARING PLAN401k$227K222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002KSW PARTNERS DEFINED BENEFIT PENSION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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