Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
KAROLY WINDOWS & DOORS, LLC
EIN 90-0853544consumer servicesLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
21
1165 ELDRIDGE STREET - CLEARWATER, FL 33755727-270-8282karolywindows.comLinkedIn11-50 employeesconsumer services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 21 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
KAROLY WINDOWS & DOORS CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KAROLY WINDOWS & DOORS 401(K) PLAN
401k
Assets$351K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAROLY WINDOWS & DOORS CASH BALANCE PLAN | CashBalance | $1.1M | 7 | 2024 | |
| 001 | KAROLY WINDOWS & DOORS 401(K) PLAN | 401k | $351K | 14 | 2024 |
Retirement plans