Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Burton Kelley, LLP
EIN 20-1324212law practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
22
1450 FRAZEE ROAD, SUITE 400 - SAN DIEGO, CA 921084344833-222-8959burtonkelley.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 22 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
BURTON KELLEY, LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BURTON KELLEY, LLP CASH BALANCE PLAN
Cash balance
Assets$203K
Participants8
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 | BURTON KELLEY, LLP 401(K) PROFIT SHARING PLAN | 401(k) | $2.8M | 14 | 2025 | |
| 002 | BURTON KELLEY, LLP CASH BALANCE PLAN | Cash balance | $203K | 8 | 2025 |
Retirement plans