Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEPPING, BALK, KINCAID & OLSON, LTD.
EIN 36-2729830law practiceLatest filing 2025
Plans
2
Retirement
2
$16.3M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.3M assets / 43 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#002
PEPPING, BALK, KINCAID & OLSON, LTD. ADVANTAGE(K) PLAN-401(K)
401k
Assets$10.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PEPPING, BALK, KINCAID & OLSON, LTD. RESTATED PENSION PLAN
MoneyPurchase
Assets$6.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PEPPING, BALK, KINCAID & OLSON, LTD. ADVANTAGE(K) PLAN-401(K) | 401k | $10.3M | 20 | 2025 | |
| 001 | PEPPING, BALK, KINCAID & OLSON, LTD. RESTATED PENSION PLAN | MoneyPurchase | $6.0M | 23 | 2024 |
Retirement plans