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Sponsor portfolio

K-V ENGINEERING, INC

EIN 33-0828966-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
3
$12.8M assets
Welfare
0
Participants
182
2411 FIRST STREET - SANTA ANA, CA 92703714-229-9977
Plans on this EIN
3 filings
#002TraditionalDB-$8.0M - 38 part#001ProfitSharing-$4.7M - 71 part#003401k-$57K - 73 part

Retirement portfolio analytics

3 plans aggregated / $12.8M assets / 182 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFINED BENEFIT PENSION (#002)63%
  • PROFIT SHARING PLAN (#001)37%
  • INC. 401K PLAN (#003)0%
Total $12.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#003)73
  • PROFIT SHARING PLAN (#001)71
  • DEFINED BENEFIT PENSION (#002)38
Total 182Click 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#002

K-V ENGINEERING, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$8.0M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

K-V ENGINEERING, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$4.7M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

K-V ENGINEERING, INC. 401K PLAN

401k

Assets$57K
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002K-V ENGINEERING, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$8.0M382025
001K-V ENGINEERING, INC. PROFIT SHARING PLANProfitSharing$4.7M712025
003K-V ENGINEERING, INC. 401K PLAN401k$57K732025
Retirement plans
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