Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOART RESIDENTIAL, INC.
EIN 45-5515396real estateLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
3
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 3 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
KOART RESIDENTIAL, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN
401k
Assets$282K
Participants2
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 | KOART RESIDENTIAL, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.4M | 1 | 2024 | |
| 001 | KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN | 401k | $282K | 2 | 2024 |
Retirement plans