Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
KAREL-GORDON & ASSOCIATES
EIN 36-2905126Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
37
1751 LAKE COOK RD., SUITE 540 - DEERFIELD, IL 60015847-564-5655
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 37 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
KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST
401k
Assets$2.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
KGA PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$223K
Participants6
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 | KAREL & ASSOCIATES, LTD. 401(K) PLAN & TRUST | 401k | $2.3M | 31 | 2024 | |
| 005 | KGA PROFIT SHARING PLAN & TRUST | ProfitSharing | $223K | 6 | 2024 |
Retirement plans