Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAITERIS & KAVANAGH PLLC
EIN 81-4388027Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$828K assets
Welfare
0
Participants
6
982 MONTAUK HWY. - BAYPORT, NY 11705631-471-7777
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $828K assets / 6 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#002
KAITERIS & KAVANAGH PLLC CASH BALANCE PLAN
CashBalance
Assets$739K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KAITERIS & KAVANAGH PLLC 401(K)/PROFIT SHARING
401k
Assets$89K
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 | |
|---|---|---|---|---|---|---|
| 002 | KAITERIS & KAVANAGH PLLC CASH BALANCE PLAN | CashBalance | $739K | 3 | 2024 | |
| 001 | KAITERIS & KAVANAGH PLLC 401(K)/PROFIT SHARING | 401k | $89K | 3 | 2024 |
Retirement plans