Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY RAMSDALE & ASSOCIATES, INC.
EIN 20-4795403financial servicesLatest filing 2024
Plans
2
Retirement
2
$485K assets
Welfare
0
Participants
7
9457 S. UNIVERSITY BLVD #408 - HIGHLANDS RANCH, CO 80126303-996-6600kellyramsdale.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $485K assets / 7 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
KELLY RAMSDALE & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$283K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLY RAMSDALE & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$201K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY RAMSDALE & ASSOCIATES, INC. 401(K) PLAN | 401k | $283K | 5 | 2024 | |
| 002 | KELLY RAMSDALE & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $201K | 2 | 2024 |
Retirement plans