Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolio
FLOOD, KALLUS & YEN P.C.
EIN 74-2058058accountingLatest filing 2024
Plans
2
Retirement
2
$871K assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $871K assets / 17 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#003
FLOOD, KALLUS & YEN P.C. 401(K) PLAN
401k
Assets$755K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FLOOD, KALLUS & YEN P.C. PROFIT SHARING PLAN #2
ProfitSharing
Assets$115K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FLOOD, KALLUS & YEN P.C. 401(K) PLAN | 401k | $755K | 9 | 2024 | |
| 002 | FLOOD, KALLUS & YEN P.C. PROFIT SHARING PLAN #2 | ProfitSharing | $115K | 8 | 2024 |
Retirement plans