Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT L. ERKEL
EIN 36-3617099Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$11.0M assets
Welfare
0
Participants
17
PO BOX 717 - PRIOR LAKE, MN 553720717952-447-6047
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.0M assets / 17 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
ROBERT L. ERKEL PROFIT SHARING PLAN
ProfitSharing
Assets$9.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROBERT L. ERKEL CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants8
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 | ROBERT L. ERKEL PROFIT SHARING PLAN | ProfitSharing | $9.4M | 9 | 2024 | |
| 003 | ROBERT L. ERKEL CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 8 | 2024 |
Retirement plans