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Sponsor portfolio

THE KANNER GROUP LLC

EIN 84-2384675-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
17
625 BEACHLAND BLVD, SUITE 2 - VERO BEACH, FL 32963772-205-2141
Plans on this EIN
2 filings
#001401k-$1.1M - 12 part#002CashBalance-$580K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • GROUP LLC 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP LLC 401(K) (#001)12
  • CASH BALANCE PLAN (#002)5
Total 17Click 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

THE KANNER GROUP LLC 401(K) PLAN

401k

Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE KANNER GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$580K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE KANNER GROUP LLC 401(K) PLAN401k$1.1M122025
002THE KANNER GROUP LLC CASH BALANCE PLANCashBalance$580K52025
Retirement plans
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