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Sponsor portfolio

KGM ENTERPRISES

EIN 82-3834786-construction-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
20
964 E TERRITORY STREET - MERIDIAN, ID 83646714-222-6614kgmenterprises.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001CashBalance-$1.2M - 10 part#002401k-$327K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PLAN (#001)79%
  • KGM ENTERPRISES 401(K) (#002)21%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)10
  • KGM ENTERPRISES 401(K) (#002)10
Total 20Click 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

KGM ENTERPRISES DEFINED BENEFIT PLAN

CashBalance

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KGM ENTERPRISES 401(K) PLAN

401k

Assets$327K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KGM ENTERPRISES DEFINED BENEFIT PLANCashBalance$1.2M102024
002KGM ENTERPRISES 401(K) PLAN401k$327K102024
Retirement plans
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