Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY, TROTTER, FRANZEN A LAW CORPORATION
EIN 33-0676328law practiceLatest filing 2025
Plans
2
Retirement
2
$19.6M assets
Welfare
0
Participants
100
111 W. OCEAN BLVD., 14TH FLOOR - LONG BEACH, CA 908024646562-432-5855cktfmlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.6M assets / 100 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, TROTTER, FRANZEN SALARY SAVINGS PLAN
401k
Assets$13.1M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY, TROTTER, FRANZEN 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$6.5M
Participants16
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 | KELLY, TROTTER, FRANZEN SALARY SAVINGS PLAN | 401k | $13.1M | 84 | 2025 | |
| 002 | KELLY, TROTTER, FRANZEN 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $6.5M | 16 | 2025 |
Retirement plans
Welfare plans