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Sponsor portfolio

KOHAN & BABLOVE, LLP

EIN 81-1034658-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
20371 IRVINE AVE., SUITE 110 - NEWPORT BEACH, CA 92660949-535-1341
Plans on this EIN
2 filings
#002CashBalance-$962K - 4 part#001401k-$424K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • & BABLOVE 401(K) (#001)31%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & BABLOVE 401(K) (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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#002

KOHAN & BABLOVE, LLP CASH BALANCE PLAN

CashBalance

Assets$962K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KOHAN & BABLOVE 401(K) PLAN

401k

Assets$424K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KOHAN & BABLOVE, LLP CASH BALANCE PLANCashBalance$962K42024
001KOHAN & BABLOVE 401(K) PLAN401k$424K82024
Retirement plans
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