Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
KROL, BONGIORNO & GIVEN, LTD.
EIN 36-2803701law practiceLatest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M assets / 14 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
KROL, BONGIORNO & GIVEN, LTD. PROFIT SHARING PLAN & TRUST
401k
Assets$7.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KROL, BONGIORNO & GIVEN, LTD. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants5
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 | KROL, BONGIORNO & GIVEN, LTD. PROFIT SHARING PLAN & TRUST | 401k | $7.9M | 9 | 2025 | |
| 002 | KROL, BONGIORNO & GIVEN, LTD. CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2025 |
Retirement plans