Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STOK + KON, PA
EIN 65-1072427Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$5.5M assets
Welfare
1
Participants
60
ONE EAST BROWARD BOULEVARD, SUITE 915 - FT. LAUDERDALE, FL 33301305-935-4440
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 60 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
STOK KON + BRAVERMAN 401(K) PROFIT SHARING PLAN
401k
Assets$4.4M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STOK KON + BRAVERMAN CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STOK & KON PA GHT BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STOK KON + BRAVERMAN 401(K) PROFIT SHARING PLAN | 401k | $4.4M | 37 | 2025 | |
| 002 | STOK KON + BRAVERMAN CASH BALANCE PLAN | CashBalance | $1.1M | 23 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STOK & KON PA GHT BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans