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Sponsor portfolio

DAVID HELLER

EIN 11-2393146-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
17568 SPARKLING RIVER ROAD - BOCA RATON, FL 33496
Plans on this EIN
2 filings
#002Retirement-$1000K - 4 part#001Retirement-$69K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DAVID HELLER KEOGH (#002)94%
  • DAVID HELLER KEOGH (#001)6%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAVID HELLER KEOGH (#002)4
  • DAVID HELLER KEOGH (#001)3
Total 7Click 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

DAVID HELLER KEOGH

Retirement plan

Assets$1000K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID HELLER KEOGH

Retirement plan

Assets$69K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID HELLER KEOGH-$1000K42025
001DAVID HELLER KEOGH-$69K32025
Retirement plans
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