Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLEHER & SADOWSKY ASSOCIATES, INC.
EIN 04-2756093commercial real estateLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
8
120 FRONT STREET, SUITE 210 - WORCESTER, MA 01608508-635-6785LinkedIn11-50 employeescommercial real estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 8 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#001
KELLEHER & SADOWSKY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLEHER & SADOWSKY ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLEHER & SADOWSKY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 4 | 2024 | |
| 002 | KELLEHER & SADOWSKY ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 4 | 2024 |
Retirement plans