Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAREN THOMAS ASSOCIATES, INC.
EIN 45-3169601architecture & planningLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
26
350 SEVENTH AVENUE, FLOOR 21 - NEW YORK, NY 10001212-991-9990ktapc.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 26 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
KAREN THOMAS ASSOCIATES, INC. 401(K) PLAN
401k
Assets$4.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAREN THOMAS ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.5M
Participants11
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 | KAREN THOMAS ASSOCIATES, INC. 401(K) PLAN | 401k | $4.4M | 15 | 2025 | |
| 002 | KAREN THOMAS ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.5M | 11 | 2024 |
Retirement plans