Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
PEEPLES & KOHLER, P.C.
EIN 75-1818301legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
14
17 COWBOYS WAY, SUITE 275 - FRISCO, TX 75024972-473-9444peepleshilburn.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 14 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#004
P&K DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
P&K RETIREMENT PLAN & TRUST
401k
Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | P&K DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.6M | 5 | 2024 | |
| 002 | P&K RETIREMENT PLAN & TRUST | 401k | $1.3M | 9 | 2024 |
Retirement plans