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Sponsor portfolio

KELLY BROWN, INC.

EIN 27-1629078-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
4
6201 SHADYVIEW LANE NORTH - MAPLE GROVE, MN 55311763-416-1279
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 2 part#001401k-$277K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PLAN (#002)79%
  • KELLY BROWN 401(K) (#001)21%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • KELLY BROWN 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KELLY BROWN CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KELLY BROWN 401(K) PLAN

401k

Assets$277K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KELLY BROWN CASH BALANCE PLANCashBalance$1.1M22024
001KELLY BROWN 401(K) PLAN401k$277K22024
Retirement plans
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