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  2. KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION
Sponsor portfolio

KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION

EIN 36-1150880-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
59
2439 GLENWOOD AVE - JOLIET, IL 60435800-843-5755
Plans on this EIN
2 filings
#002401k-$4.9M - 29 part#001TraditionalDB-$3.0M - 30 part

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • HARBOR PLAN TRUST (#002)62%
  • SLOVENIAN CATHOLIC UNION (#001)38%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SLOVENIAN CATHOLIC UNION (#001)30
  • HARBOR PLAN TRUST (#002)29
Total 59Click 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

KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 401(K) SAFE HARBOR PLAN TRUST

401k

Assets$4.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION

TraditionalDB

Assets$3.0M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNION 401(K) SAFE HARBOR PLAN TRUST401k$4.9M292025
001PENSION PLAN & TRUST FOR EMPLOYEES OF KSKJ LIFE, AMERICAN SLOVENIAN CATHOLIC UNIONTraditionalDB$3.0M302025
Retirement plans
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