Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
JOHN V KELLY MD PC
EIN 22-3409898law practiceLatest filing 2024
Plans
2
Retirement
2
$617K assets
Welfare
0
Participants
15
382 WEST PASSAIC AVENUE - BLOOMFIELD, NJ 07003973-338-1900johnkellymd.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $617K assets / 15 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#002
JOHN V KELLY MD PC 401K PLAN
401k
Assets$316K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JOHN V KELLY MD PC CASH BALANCE PLAN
CashBalance
Assets$301K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN V KELLY MD PC 401K PLAN | 401k | $316K | 9 | 2024 | |
| 001 | JOHN V KELLY MD PC CASH BALANCE PLAN | CashBalance | $301K | 6 | 2024 |
Retirement plans