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Sponsor portfolio

KIRAN R BAIS

EIN 36-3408961-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
2
188 TIMBERVIEW DR - OAKBROOK, IL 60523708-254-3865
Plans on this EIN
2 filings
#002ProfitSharing-$768K - 1 part#001MoneyPurchase-$646K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN & TRUST (#002)54%
  • PLAN & TRUST (#001)46%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)1
  • PLAN & TRUST (#001)1
Total 2Click 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

KIRAN R BAIS PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$768K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KIRAN R BAIS MONEY PURCHASE PLAN & TRUST

MoneyPurchase

Assets$646K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KIRAN R BAIS PROFIT SHARING PLAN & TRUSTProfitSharing$768K12024
001KIRAN R BAIS MONEY PURCHASE PLAN & TRUSTMoneyPurchase$646K12024
Retirement plans
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