Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BODINE ENTERPRISES, INC.
EIN 47-2822367Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
201 SPEAR STREET, #1100 - SAN FRANCISCO, CA 94105415-275-4400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M 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#002
KERRY BODINE 401(K) PROFIT SHARING PLAN
401k
Assets$871K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KERRY BODINE CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$586K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KERRY BODINE 401(K) PROFIT SHARING PLAN | 401k | $871K | 4 | 2024 | |
| 001 | KERRY BODINE CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $586K | 2 | 2025 |
Retirement plans