Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
HUMPHRIS, KIEFER & ASSOCIATES, INC
EIN 36-2748141Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
2
4652 BURNHAM DR - HOFFMAN ESTATES, IL 601923805847-754-7449virtualrockford.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 2 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#001
HUMPHRIS, KIEFER & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN & TRUST
401k
Assets$3.3M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HUMPHRIS, KIEFER & ASSOCIATES, INC EMPLOYEE PENSION PLAN & TRUST
MoneyPurchase
Assets$1.6M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HUMPHRIS, KIEFER & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN & TRUST | 401k | $3.3M | 1 | 2025 | |
| 002 | HUMPHRIS, KIEFER & ASSOCIATES, INC EMPLOYEE PENSION PLAN & TRUST | MoneyPurchase | $1.6M | 1 | 2025 |
Retirement plans