Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $42.8M assets / 133 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KPM CPAS, PC PROFIT SHARING PLAN | 401(k) | $34.2M | 45 | 2025 |
| #002 | KPM CPAS, PC PROFIT SHARING PLAN II | 401(k) | $8.6M | 88 | 2025 |