Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$23.5M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $60.5M assets / 454 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $508K premiums / 157 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DKS ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $37.0M | 257 | 2025 |
| #002 | DKS ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $23.5M | 197 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DKS ASSOCIATES EMPLOYEE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $508K | 157 | 2025 |