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  2. J. J. KELLER & ASSOCIATES, INC.
Sponsor portfolio

J. J. KELLER & ASSOCIATES, INC.

EIN 39-0957377-management consulting-Latest filing 2025
Plans
4
Retirement
2
$326.8M assets
Welfare
2
$2.5M premiums
Participants
8,079
3003 BREEZEWOOD LANE - NEENAH, WI 54956920-722-2848jjkeller.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
4 filings
#002401k-$193.0M - 2,128 part#001ProfitSharing-$133.8M - 1,779 part#501Mixed-$1.3M - 2,507 lives#514Mixed-$1.2M - 4,412 lives

Retirement portfolio analytics

2 plans aggregated / $326.8M assets / 3,907 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • AND RETIREMENT PLAN (#002)59%
  • PROFIT-SHARING RETIREMENT PLAN (#001)41%
Total $326.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
59%top
  • AMERICAN UNITED LIFE INSURANCE CO59%
  • ASSOCIATED TRUST COMPANY, N.A.41%
Total $326.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#002)2,128
  • PROFIT-SHARING RETIREMENT PLAN (#001)1,779
Total 3,907Click row to drill in

Benefits portfolio analytics

2 plans / $2.5M premiums / 6,919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.2M
  • Other$1.1M
  • Life$1.0M
Total $2.5M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNITED HEALTHCARE - MS53%
  • RELIASTAR LIFE INSURANCE COMPANY41%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • COTTINGHAM & BUTLER84%
  • MICHAEL L SCOTT7%
  • THIRD COAST ADVISORS INC5%
  • SCOT J MADSON3%
  • PEACHTREE PLANNING OF GEORGIA0%
Total $108K5 slices

Plan deep-dives

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

J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

401k

Assets$193.0M
Participants2,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN

ProfitSharing

Assets$133.8M
Participants1,779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH & WELFARE BENEFIT TRUST

Mixed - UNITED HEALTH

Premiums$1.3M
Covered lives2,507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

J. J. KELLER & ASSOCIATES, INC. WRAP PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives4,412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN401k$193.0M2,1282025
001J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT-SHARING RETIREMENT PLANProfitSharing$133.8M1,7792025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH & WELFARE BENEFIT TRUSTMixedUNITED HEALTH$1.3M2,5072025
514J. J. KELLER & ASSOCIATES, INC. WRAP PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.2M4,4122025
Retirement plans
Welfare plans
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