Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 065 | KAYSER-ROTH CORPORATION EMPLOYEES' SAVINGS PLAN | 401k | $37.8M | 626 | 2024 | |
| 205 | KAYSER-ROTH CORPORATION RETIREMENT PLAN | CashBalance | $8.0M | 431 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 582 | KAYSER-ROTH CORPORATION EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $335K | 394 | 2025 |