Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATERS & GRANITZ, LLC
EIN 88-2089156Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$363K assets
Welfare
0
Participants
14
8112 W BLUEMOUND RD, STE 101 - MILWAUKEE, WI 53213414-600-0110
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $363K assets / 14 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
KATERS & GRANITZ, LLC CASH BALANCE PLAN
CashBalance
Assets$261K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KATERS & GRANITZ, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$102K
Participants7
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 | KATERS & GRANITZ, LLC CASH BALANCE PLAN | CashBalance | $261K | 7 | 2024 | |
| 002 | KATERS & GRANITZ, LLC 401(K) PROFIT SHARING PLAN | 401k | $102K | 7 | 2024 |
Retirement plans