Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP
EIN 30-0409178Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
760 WHITE PLAINS ROAD - SCARSDALE, NY 10583914-713-3270
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 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
KELLER WILLIAMS REALTY 401K PLAN
401k
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLER WILLIAMS REALTY CASH BALANCE PLAN
CashBalance
Assets$632K
Participants2
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 | KELLER WILLIAMS REALTY 401K PLAN | 401k | $1.1M | 4 | 2024 | |
| 002 | KELLER WILLIAMS REALTY CASH BALANCE PLAN | CashBalance | $632K | 2 | 2024 |
Retirement plans