Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $50.2M assets / 63 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | BREDHOFF & KAISER 401(K) PROFIT SHARING PLAN | 401(k) | $48.3M | 45 | 2025 |
| #001 | BREDHOFF & KAISER, P.L.L.C. PROFIT SHARING PLAN | 401(k) | $1.9M | 18 | 2025 |