Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
KIRK ASSOCIATES LTD
EIN 94-3490368Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$325K assets
Welfare
0
Participants
5
18 1ST ST - RIVERHEAD, NY 11901631-727-7767
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $325K assets / 5 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
KIRK ASSOCIATES, LTD. CASH BALANCE PLAN
CashBalance
Assets$179K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KIRK ASSOCIATES LTD 401K PLAN
401k
Assets$146K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KIRK ASSOCIATES, LTD. CASH BALANCE PLAN | CashBalance | $179K | 2 | 2025 | |
| 001 | KIRK ASSOCIATES LTD 401K PLAN | 401k | $146K | 3 | 2025 |
Retirement plans