Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEY 2 RECOVERY
EIN 27-1608711financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
16
8584 EAST WASHINGTON STREET, SUITE 104 - CHAGRIN FALLS, OH 44023888-402-5392key2recovery.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 16 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
KEY 2 RECOVERY CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEY 2 RECOVERY 401(K) PLAN
401k
Assets$687K
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 | |
|---|---|---|---|---|---|---|
| 002 | KEY 2 RECOVERY CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 8 | 2024 | |
| 001 | KEY 2 RECOVERY 401(K) PLAN | 401k | $687K | 8 | 2025 |
Retirement plans