Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
PATRICK ALEXANDER KESSEL
EIN 47-5399988Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
43
304 SOUTH 20TH STREET, PO BOX 813 - FAIRFIELD, IA 52556641-472-2128
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 43 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
PATRICK ALEXANDER KESSEL 401(K) SAFE HARBOR PLAN
401k
Assets$2.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PATRICK ALEXANDER KESSEL CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATRICK ALEXANDER KESSEL 401(K) SAFE HARBOR PLAN | 401k | $2.7M | 31 | 2025 | |
| 002 | PATRICK ALEXANDER KESSEL CASH BALANCE PLAN | CashBalance | $1.6M | 12 | 2025 |
Retirement plans