Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $9.7M assets / 8 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)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KENNETH J. UNGAR, ARCHITECT, APC 401(K) PROFIT SHARING PLAN | 401(k) | $6.5M | 5 | 2025 |
| #003 | KENNETH J. UNGAR, ARCHITECT DEFINED BENEFIT PENSION PLAN | Traditional DB | $3.2M | 3 | 2025 |