Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
KOCHAN & STEPHENSON
EIN 94-3225047law practiceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
7
1680 SHATTUCK AVENUE - BERKELEY, CA 94709510-649-1130kochanstephenson.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 7 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
KOCHAN & STEPHENSON DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KOCHAN & STEPHENSON 401(K) PLAN & TRUST
401k
Assets$291K
Participants3
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 | KOCHAN & STEPHENSON DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.0M | 4 | 2024 | |
| 001 | KOCHAN & STEPHENSON 401(K) PLAN & TRUST | 401k | $291K | 3 | 2024 |
Retirement plans