Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#007)$10.3M
Filings through .
2 plans aggregated / $72.9M assets / 116 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.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | KATZ, TELLER, BRANT & HILD EMPLOYEES' RETIREMENT PLAN | 401(k) | $62.6M | 67 | 2025 |
| #007 | KATZ, TELLER, BRANT & HILD CASH BALANCE PLAN | Cash balance | $10.3M | 49 | 2025 |