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  1. Companies/
  2. Kurt Beyer

Filings through Oct 24, 2026.

Sponsor portfolio

Kurt Beyer

EIN 87-2210208-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
131 HARVARD AVENUE - MILL VALLEY, CA 94941415-412-9551
Plans on this EIN
2 filings
#002401(k)-$1.5M - 2 part#001401(k)-$221K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#002)87%
  • PLAN & TRUST (#001)13%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click 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#002

KURT BEYER CASH BALANCE PLAN & TRUST

401(k)

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KURT BEYER 401(K) PLAN & TRUST

401(k)

Assets$221K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KURT BEYER CASH BALANCE PLAN & TRUST401(k)$1.5M22025
001KURT BEYER 401(K) PLAN & TRUST401(k)$221K22025
Retirement plans
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