Assets by plan
Share of aggregate retirement assets
- PC 401K PLAN (#001)$964K
Filings through .
Jan A. Kostad PC
EIN 45-0441264accountingLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Health & Benefits
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JAN A. KOSTAD PC 401K PLAN
401(k)
Assets$964K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JAN A. KOSTAD PC DEFINED BENEFIT PLAN
Traditional DB
Assets$814K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JAN A. KOSTAD PC 401K PLAN | 401(k) | $964K | 4 | 2025 |
| #002 | JAN A. KOSTAD PC DEFINED BENEFIT PLAN | Traditional DB | $814K | 3 | 2024 |
- #001 · 401(k) · 20254
- #002 · Traditional DB · 20243
Retirement plans