Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERRETT-KOEHLER PUBLISHERS, INC.
EIN 94-3151521publishingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
78
1333 BROADWAY, SUITE P-100 - OAKLAND, CA 94612510-817-2277bkpub.comLinkedIn11-50 employeespublishing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 78 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
BERRETT-KOEHLER PUBLISHERS, INC. 401(K) RETIREMENT PLAN
401k
Assets$2.5M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BERRETT-KOEHLER PUBLISHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$191K
Participants47
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 | BERRETT-KOEHLER PUBLISHERS, INC. 401(K) RETIREMENT PLAN | 401k | $2.5M | 31 | 2024 | |
| 002 | BERRETT-KOEHLER PUBLISHERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $191K | 47 | 2024 |
Retirement plans