Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOELBEL AND COMPANY
EIN 84-0476335real estateLatest filing 2025
Plans
2
Retirement
2
$15.6M assets
Welfare
0
Participants
87
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.6M assets / 87 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
KOELBEL HOLDINGS, INC. SAVINGS AND PROFIT SHARING PLAN
401k
Assets$12.3M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE PROFIT SHARING PLAN AND TRUST AGREEMENT
ProfitSharing
Assets$3.4M
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 | KOELBEL HOLDINGS, INC. SAVINGS AND PROFIT SHARING PLAN | 401k | $12.3M | 84 | 2025 | |
| 001 | EMPLOYEE PROFIT SHARING PLAN AND TRUST AGREEMENT | ProfitSharing | $3.4M | 3 | 2025 |
Retirement plans