PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MEGAN FOX KELLY, LLC
Sponsor portfolio

MEGAN FOX KELLY, LLC

EIN 01-0633456-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
5
204 HARBOR ROAD - SOUTHPORT, CT 06890203-260-4608
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 3 part#001401k-$513K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • KELLY, LLC PENSION (#002)71%
  • 401 (K) PLAN (#001)29%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KELLY, LLC PENSION (#002)3
  • 401 (K) PLAN (#001)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEGAN FOX KELLY, LLC PENSION PLAN

CashBalance

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEGAN FOX KELLY, LLC 401 (K) PLAN

401k

Assets$513K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEGAN FOX KELLY, LLC PENSION PLANCashBalance$1.2M32024
001MEGAN FOX KELLY, LLC 401 (K) PLAN401k$513K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica