Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHLEEN T. BRECKENRIDGE, LTD.
EIN 88-0415827law practiceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 12 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#001
KATHLEEN T BRECKENRIDGE LTD 401K PLAN
401k
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATHLEEN T. BRECKENRIDGE, LTD. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$962K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATHLEEN T BRECKENRIDGE LTD 401K PLAN | 401k | $1.9M | 7 | 2025 | |
| 002 | KATHLEEN T. BRECKENRIDGE, LTD. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $962K | 5 | 2025 |
Retirement plans