Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM A. KIBBE & ASSOCIATES, INC.
EIN 38-2353575designLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
91
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 91 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
WILLIAM A. KIBBE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.8M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM A. KIBBE & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$3.0M
Participants44
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 | WILLIAM A. KIBBE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.8M | 47 | 2025 | |
| 002 | WILLIAM A. KIBBE & ASSOCIATES, INC. 401(K) PLAN | 401k | $3.0M | 44 | 2025 |
Retirement plans