Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AK ADVISORS, INC.
EIN 81-1765251Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
333 GELLERT BLVD SUITE 201 - DALY CITY, CA 94015650-731-4428
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 4 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
AK ADVISORS, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AK ADVISORS, INC. 401 (K) PROFIT SHARING PLAN
401k
Assets$325K
Participants3
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 | AK ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 1 | 2024 | |
| 002 | AK ADVISORS, INC. 401 (K) PROFIT SHARING PLAN | 401k | $325K | 3 | 2024 |
Retirement plans