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Sponsor portfolio

KOSKI PROFESSIONAL GROUP, P.C.

EIN 47-0742720-accounting-Latest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
26
10516 BURT CIRCLE - OMAHA, NE 68114402-445-4040koskicpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#003401k-$7.6M - 19 part#001ESOP-$617K - 7 part

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • P.C. 401K PLAN (#003)93%
  • EMPLOYEE STOCK OWNERSHIP (#001)7%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. 401K PLAN (#003)19
  • EMPLOYEE STOCK OWNERSHIP (#001)7
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KOSKI PROFESSIONAL GROUP P.C. 401K PLAN

401k

Assets$7.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KOSKI PROFESSIONAL GROUP, P. C. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$617K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KOSKI PROFESSIONAL GROUP P.C. 401K PLAN401k$7.6M192024
001KOSKI PROFESSIONAL GROUP, P. C. EMPLOYEE STOCK OWNERSHIP PLANESOP$617K72024
Retirement plans
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