Brown, Koralchik & Fingersh, Lc DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Brown, Koralchik & Fingersh, Lc
  • Sponsor EIN: 440529202
  • Sponsor Address: 1010 WALNUT STREET, SUITE 500, KANSAS CITY, MO, 641062147
  • Plan Type: DC
  • Total Participants: 57
  • Total Assets: $42.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202557$42.1M$907,873$612,192
202457$42.1M$907,873$612,192
202356$36.6M$962,780$608,488
202256$52.9M$974,136$619,683

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