Assets by plan
Share of aggregate retirement assets
- 401 (K) PLAN (#001)$513K
Filings through .
Megan Fox Kelly, LLC
EIN 01-0633456Retail TradeLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Health & Benefits
0
Participants
5
204 HARBOR ROAD - SOUTHPORT, CT 06890203-260-4608
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 5 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MEGAN FOX KELLY, LLC PENSION PLAN
Cash balance
Assets$1.5M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MEGAN FOX KELLY, LLC 401 (K) PLAN
401(k)
Assets$513K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MEGAN FOX KELLY, LLC PENSION PLAN | Cash balance | $1.5M | 3 | 2025 |
| #001 | MEGAN FOX KELLY, LLC 401 (K) PLAN | 401(k) | $513K | 2 | 2025 |
- #002 · Cash balance · 20253
- #001 · 401(k) · 20252
Retirement plans