Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN J. KJERGAARD
EIN 86-1097562Agriculture, Forestry, Fishing and HuntingLatest filing 2024
Plans
2
Retirement
2
$261K assets
Welfare
0
Participants
7
1014 WILDWOOD ROAD - KIMBALLTON, IA 51543712-249-6745
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $261K assets / 7 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
BRIAN J. KJERGAARD CASH BALANCE PLAN
CashBalance
Assets$243K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BRIAN J. KJERGAARD 401(K) PLAN
401k
Assets$18K
Participants4
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 | BRIAN J. KJERGAARD CASH BALANCE PLAN | CashBalance | $243K | 3 | 2024 | |
| 001 | BRIAN J. KJERGAARD 401(K) PLAN | 401k | $18K | 4 | 2024 |
Retirement plans