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  2. PENA & KAHN PLLC
Sponsor portfolio

PENA & KAHN PLLC

EIN 81-0675569-law practice-Latest filing 2025
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
219
1250 WATERS PLACE, SUITE 901 - BRONX, NY 10461718-585-6551penakahn.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$12.2M - 110 part#002CashBalance-$7.1M - 109 part

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 219 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#001)63%
  • STEVEN KAHN PENSION (#002)37%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)110
  • STEVEN KAHN PENSION (#002)109
Total 219Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEVEN KAHN PROFIT SHARING PLAN

401k

Assets$12.2M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVEN KAHN PENSION PLAN

CashBalance

Assets$7.1M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVEN KAHN PROFIT SHARING PLAN401k$12.2M1102025
002STEVEN KAHN PENSION PLANCashBalance$7.1M1092025
Retirement plans
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