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Sponsor portfolio

KARON, LLC

EIN 47-1763535-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
Participants
6
6438 BRAVA WAY - BOCA RATON, FL 33433216-390-2594
Plans on this EIN
3 filings
#002CashBalance-$1.8M - 2 part#001401k-$202K - 3 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#002)90%
  • PROFIT SHARING PLAN (#001)10%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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#002

KARON, LLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KARON, LLC 401(K) & PROFIT SHARING PLAN

401k

Assets$202K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KARON LLC CHAMBER BENEFIT ARRANGEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KARON, LLC CASH BALANCE PLANCashBalance$1.8M22024
001KARON, LLC 401(K) & PROFIT SHARING PLAN401k$202K32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KARON LLC CHAMBER BENEFIT ARRANGEMENT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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