Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KRAMER ALBERTI LIM & TONKOVICH, LLP
EIN 27-4466017Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
22
950 TOWER LANE SUITE 1725 - FOSTER CITY, CA 94404650-825-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 22 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
KRAMER ALBERTI LIM & TONKOVICH, LLP CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KRAMER ALBERTI LIM & TONKOVICH, LLP 401(K) PLAN
401k
Assets$1.1M
Participants16
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 | KRAMER ALBERTI LIM & TONKOVICH, LLP CASH BALANCE PLAN | CashBalance | $2.3M | 6 | 2024 | |
| 001 | KRAMER ALBERTI LIM & TONKOVICH, LLP 401(K) PLAN | 401k | $1.1M | 16 | 2024 |
Retirement plans