Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
KAY JAMES DESIGN, LLC
EIN 45-1631251designLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
18
705 N. MCCARTHY ROAD, SUITE 2 - APPLETON, WI 54913920-915-1575kayjamesdesign.comLinkedIn1-10 employeesdesign
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 18 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
KAY JAMES DESIGN, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$872K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAY JAMES DESIGN, LLC PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$525K
Participants9
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 | KAY JAMES DESIGN, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $872K | 9 | 2025 | |
| 002 | KAY JAMES DESIGN, LLC PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $525K | 9 | 2025 |
Retirement plans