Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADLER KRISTJAN PC
EIN 45-3631531management consultingLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
5
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 5 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#002
ADLER KRISTJAN, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADLER KRISTJAN PC RETIREMENT TRUST
401k
Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADLER KRISTJAN, PC DEFINED BENEFIT PLAN | TraditionalDB | $2.0M | 2 | 2025 | |
| 001 | ADLER KRISTJAN PC RETIREMENT TRUST | 401k | $1.6M | 3 | 2025 |
Retirement plans