Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UPCHURCH KIMBROUGH COMPANY
EIN 74-1985083architecture & planningLatest filing 2024
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
43
7401 WESTVIEW DRIVE - HOUSTON, TX 77055713-957-1520upchurchkimbrough.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M 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
UPCHURCH KIMBROUGH MANAGEMENT CO. SAFE HARBOR 401K PROFIT SHARING PLAN
401k
Assets$5.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UPCHURCH KIMBROUGH COMPANY CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPCHURCH KIMBROUGH MANAGEMENT CO. SAFE HARBOR 401K PROFIT SHARING PLAN | 401k | $5.8M | 24 | 2024 | |
| 002 | UPCHURCH KIMBROUGH COMPANY CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 19 | 2024 |
Retirement plans