Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $4.9M assets / 34 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KALMUS DEFINED BENEFIT PENSION PLAN | Traditional DB | $3.1M | 10 | 2025 |
| #001 | BIO CREATIVE ENTERPRISES, INC. 401(K) PLAN | 401(k) | $1.5M | 12 | 2025 |
| #003 | TEMPLE PROFIT SHARING PLAN | Profit-sharing | $307K | 12 | 2025 |