Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
KSR & ASSOCIATES, INC., DBA EMERICK AND FINCH
EIN 68-0057739investment managementLatest filing 2025
Plans
2
Retirement
2
$306K assets
Welfare
0
Participants
8
2333 SAN RAMON VALLEY BOULEVARD, SUITE 425 - SAN RAMON, CA 94583925-831-9029LinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $306K assets / 8 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
EMERICK AND FINCH CASH BALANCE PLAN
CashBalance
Assets$206K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EMERICK & COMPANY 401(K) PLAN & TRUST
401k
Assets$100K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMERICK AND FINCH CASH BALANCE PLAN | CashBalance | $206K | 4 | 2025 | |
| 001 | EMERICK & COMPANY 401(K) PLAN & TRUST | 401k | $100K | 4 | 2024 |
Retirement plans