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Sponsor portfolio

KIMBERLY FREELAND

EIN 27-4115452-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$177K assets
Welfare
0
Participants
4
618 WEST FULTON - CHICAGO, IL 60642312-506-0320
Plans on this EIN
2 filings
#002ProfitSharing-$170K - 2 part#001TraditionalDB-$7K - 2 part

Retirement portfolio analytics

2 plans aggregated / $177K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#002)96%
  • DEFINED BENEFIT PENSION (#001)4%
Total $177KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)2
  • DEFINED BENEFIT PENSION (#001)2
Total 4Click 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

KIMBERLY FREELAND PROFIT SHARING PLAN

ProfitSharing

Assets$170K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KIMBERLY FREELAND DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$7K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KIMBERLY FREELAND PROFIT SHARING PLANProfitSharing$170K22024
001KIMBERLY FREELAND DEFINED BENEFIT PENSION PLANTraditionalDB$7K22024
Retirement plans
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