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  2. KOGAN & DISALVO, PA
Sponsor portfolio

KOGAN & DISALVO, PA

EIN 65-0458742-legal services-Latest filing 2025
Plans
2
Retirement
2
$7.6M assets
Welfare
0
Participants
102
3615 W. BOYNTON BEACH BOULEVARD - BOYNTON BEACH, FL 33436561-375-9500LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$5.8M - 52 part#002401k-$1.8M - 50 part

Retirement portfolio analytics

2 plans aggregated / $7.6M assets / 102 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#001)76%
  • PLAN & TRUST (#002)24%
Total $7.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)52
  • PLAN & TRUST (#002)50
Total 102Click 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#001

KOGAN & DISALVO, PA 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.8M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KOGAN & DISALVO, PA PROFIT SHARING PLAN & TRUST

401k

Assets$1.8M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KOGAN & DISALVO, PA 401(K) PROFIT SHARING PLAN AND TRUST401k$5.8M522025
002KOGAN & DISALVO, PA PROFIT SHARING PLAN & TRUST401k$1.8M502025
Retirement plans
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