Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
KOBERSTEIN HOLDINGS, INC.
EIN 46-4269767package/freight deliveryLatest filing 2025
Plans
3
Retirement
2
$19.1M assets
Welfare
1
Participants
47
12600 WARRICK COUNTY LINE ROAD - EVANSVILLE, IN 47725812-214-7369LinkedIn11-50 employeespackage/freight delivery
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 47 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
KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$17.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN
401k
Assets$2.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $17.0M | 23 | 2025 | |
| 001 | KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN | 401k | $2.1M | 24 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans