Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RATHBUN, CSERVENYAK & KOZOL, LLC
EIN 36-4212432law practiceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
44
3260 EXECUTIVE DRIVE - JOLIET, IL 60431815-730-1977rcklawfirm.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 44 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
RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.6M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RATHBUN, CSERVENYAK & KOZOL, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.6M | 27 | 2025 | |
| 002 | RATHBUN, CSERVENYAK & KOZOL, LLC CASH BALANCE PLAN | CashBalance | $2.5M | 17 | 2025 |
Retirement plans