Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIBBY PERSZYK KATHMAN HOLDINGS, INC
EIN 31-1076158Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$32.6M assets
Welfare
0
Participants
208
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.6M assets / 208 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#003
LIBBY PERSZYK KATHMAN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.0M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$11.7M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LIBBY PERSZYK KATHMAN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.0M | 123 | 2024 | |
| 001 | LIBBY PERSZYK KATHMAN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN | 401k | $11.7M | 85 | 2024 |
Retirement plans
Welfare plans