Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARDINER, KOCH, WEISBERG & WRONA
EIN 36-3833245Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.7M assets
Welfare
0
Participants
74
500 COMMERCIAL CT, STE 200 - LAKE GENEVA, WI 53147262-812-0864
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.7M assets / 74 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
GARDINER KOCH WEISBERG & WRONA 401(K) RETIREMENT PLAN
401k
Assets$4.1M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GARDINER, KOCH, WEISBERG & WRONA PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$230K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GARDINER KOCH WEISBERG & WRONA 401(K) RETIREMENT PLAN | 401k | $4.1M | 28 | 2025 | |
| 003 | GARDINER, KOCH, WEISBERG & WRONA CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.4M | 25 | 2024 | |
| 004 | GARDINER, KOCH, WEISBERG & WRONA PROFIT SHARING PLAN & TRUST | ProfitSharing | $230K | 21 | 2024 |
Retirement plans