Assets by plan
Share of aggregate retirement assets
- KALERIS 401(K) (#001)$73.0M
Filings through .
2 plans aggregated / $73.0M assets / 404 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KALERIS 401(K) PLAN | 401(k) | $73.0M | 389 | 2025 |
| #002 | NAVIS PAD 401(K) PLAN | 401(k) | $33K | 15 | 2025 |