Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE KOS READ GROUP, INC.
EIN 46-4705795public relations and communicationsLatest filing 2024
Plans
2
Retirement
2
$247K assets
Welfare
0
Participants
6
347 WAYNE AVENUE - OAKLAND, CA 94606510-292-5715kosreadgroup.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $247K assets / 6 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
THE KOS READ GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$234K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE KOS READ GROUP, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$13K
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 | |
|---|---|---|---|---|---|---|
| 001 | THE KOS READ GROUP, INC. CASH BALANCE PLAN | CashBalance | $234K | 3 | 2024 | |
| 002 | THE KOS READ GROUP, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $13K | 3 | 2024 |
Retirement plans