Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Kase Real Estate, Inc.
EIN 46-5636448real estateLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
1804 NEWPORT BLVD. SUITE B - COSTA MESA, CA 92627949-200-9818kaserealestate.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 12 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
KASE REAL ESTATE, INC. 401(K) PLAN
401(k)
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KASE REAL ESTATE, INC. CASH BALANCE PLAN
Cash balance
Assets$372K
Participants6
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 | KASE REAL ESTATE, INC. 401(K) PLAN | 401(k) | $1.3M | 6 | 2025 | |
| 002 | KASE REAL ESTATE, INC. CASH BALANCE PLAN | Cash balance | $372K | 6 | 2025 |
Retirement plans