Sponsor portfolio
KELLY ARCHITECTURE & PLANNING
EIN 20-0996724architecture & planningLatest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
14
6528 LONETREE BLVD - ROCKLIN, CA 95765916-797-1199kellyarch.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY ARCHITECTURE & PLANNING 401K PROFIT SHARING PLAN AND TRU | 401k | $1.3M | 14 | 2025 |
Retirement plans