Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
KIM COLE REAL ESTATE, INC.
EIN 47-2802268real estateLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
222 BROADWAY, APT. 1410, UNIT 101 - OAKLAND, CA 94607510-844-0399kimcolerealestate.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 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
KIM COLE REAL ESTATE, INC. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.5M
Participants5
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Retirement#001
KIM COLE REAL ESTATE, INC. 401(K) PLAN & TRUST
401k
Assets$668K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KIM COLE REAL ESTATE, INC. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.5M | 5 | 2025 | |
| 001 | KIM COLE REAL ESTATE, INC. 401(K) PLAN & TRUST | 401k | $668K | 3 | 2025 |
Retirement plans