Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C.P. KELLY AND ASSOCIATES LLC
EIN 05-0625110ConstructionLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 23 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
C.P. KELLY AND ASSOCIATES LLC 401(K) SAVINGS PLAN
401k
Assets$2.3M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
C.P. KELLY AND ASSOCIATES LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.3M
Participants10
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 | C.P. KELLY AND ASSOCIATES LLC 401(K) SAVINGS PLAN | 401k | $2.3M | 13 | 2025 | |
| 002 | C.P. KELLY AND ASSOCIATES LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.3M | 10 | 2025 |
Retirement plans