Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOCH & ASSOCIATES, INC.
EIN 94-3288668Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 24 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#003
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KOCH & ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$46K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KOCH & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 15 | 2025 | |
| 004 | KOCH & ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $46K | 9 | 2025 |
Retirement plans