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Sponsor portfolio

KASPER & NOTTAGE, P.C.

EIN 36-4115405-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
8
151 NORTH FRANKLIN STREET,STE 2500 - CHICAGO, IL 606061915312-704-3297
Plans on this EIN
2 filings
#002401k-$3.7M - 4 part#003CashBalance-$18K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING PLAN (#002)99%
  • CASH BALANCE PLAN (#003)1%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#003)4
Total 8Click 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

KASPER & NOTTAGE P C PROFIT SHARING PLAN

401k

Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KASPER & NOTTAGE, P.C. CASH BALANCE PLAN

CashBalance

Assets$18K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KASPER & NOTTAGE P C PROFIT SHARING PLAN401k$3.7M42024
003KASPER & NOTTAGE, P.C. CASH BALANCE PLANCashBalance$18K42024
Retirement plans
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