Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLAM & ASSOCIATES, P.C.
EIN 38-1878422Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$12.0M assets
Welfare
0
Participants
26
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.0M assets / 26 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
KELLAM & ASSOCIATES, P.C. 401(K) PLAN
401k
Assets$10.3M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLAM & ASSOCIATES, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLAM & ASSOCIATES, P.C. 401(K) PLAN | 401k | $10.3M | 13 | 2024 | |
| 002 | KELLAM & ASSOCIATES, P.C. CASH BALANCE PLAN | CashBalance | $1.7M | 13 | 2024 |
Retirement plans