Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
PEKIN HARDY STRAUSS, INC.
EIN 36-3667359Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$20.4M assets
Welfare
0
Participants
38
227 W MONROE, SUITE 3625 - CHICAGO, IL 60606312-554-7525
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.4M assets / 38 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
PEKIN HARDY STRAUSS, INC. 401(K)/PROFIT SHARING PLAN & TRUST
401k
Assets$12.4M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PEKIN HARDY STRAUSS, INC. CASH BALANCE PLAN
CashBalance
Assets$8.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEKIN HARDY STRAUSS, INC. 401(K)/PROFIT SHARING PLAN & TRUST | 401k | $12.4M | 23 | 2025 | |
| 002 | PEKIN HARDY STRAUSS, INC. CASH BALANCE PLAN | CashBalance | $8.0M | 15 | 2025 |
Retirement plans