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  2. TERRENCE J. KENNEALLY & ASSOC. CO.
Sponsor portfolio

TERRENCE J. KENNEALLY & ASSOC. CO.

EIN 34-1945542-legal services-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
14
19111 DETROIT ROAD, SUITE 200 - ROCKY RIVER, OH 44116440-333-8960LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$2.5M - 10 part#002CashBalance-$574K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#001)81%
  • CASH BALANCE PLAN (#002)19%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)4
Total 14Click 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#001

TERRENCE J. KENNEALLY & ASSOC. CO. 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

TERRENCE J. KENNEALLY & ASSOCIATES CO CASH BALANCE PLAN

CashBalance

Assets$574K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TERRENCE J. KENNEALLY & ASSOC. CO. 401(K) PROFIT SHARING PLAN401k$2.5M102024
002TERRENCE J. KENNEALLY & ASSOCIATES CO CASH BALANCE PLANCashBalance$574K42024
Retirement plans
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