Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Kroon & Mitchell Asset Management, LLC
EIN 46-3224214Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$653K assets
Welfare
0
Participants
15
29 PEARL STREET, SUITE 400 - GRAND RAPIDS, MI 49503616-356-2002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $653K assets / 15 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
KROON & MITCHELL ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$550K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KROON & MITCHELL ASSET MANAGEMENT, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$103K
Participants4
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 | KROON & MITCHELL ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $550K | 11 | 2025 | |
| 002 | KROON & MITCHELL ASSET MANAGEMENT, LLC CASH BALANCE PENSION PLAN | Cash balance | $103K | 4 | 2025 |
Retirement plans