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Sponsor portfolio

BOB KIM AGENCY

EIN 33-0718491-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$901K assets
Welfare
0
Participants
3
110 EVERGREEN CT. - PINEHURST, NC 28374714-612-8769
Plans on this EIN
2 filings
#001401k-$625K - 2 part#002TraditionalDB-$276K - 1 part

Retirement portfolio analytics

2 plans aggregated / $901K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • DEFINED BENEFIT PENSION (#002)31%
Total $901KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2
  • DEFINED BENEFIT PENSION (#002)1
Total 3Click 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#001

JACK HARLEY PROFIT SHARING PLAN

401k

Assets$625K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JACK HARLEY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$276K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JACK HARLEY PROFIT SHARING PLAN401k$625K22024
002JACK HARLEY DEFINED BENEFIT PENSION PLANTraditionalDB$276K12024
Retirement plans
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