Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
KELLY IP, LLP
EIN 46-2351134law practiceLatest filing 2024
Plans
3
Retirement
2
$17.6M assets
Welfare
1
Participants
82
1300 19TH STREET NW SUITE 420 - WASHINGTON, DC 20036202-808-3575kelly-ip.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.6M assets / 61 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 IP, LLP 401(K) PLAN
401k
Assets$12.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY IP, LLP CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
KELLY IP, LLP CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY IP, LLP 401(K) PLAN | 401k | $12.8M | 40 | 2024 | |
| 002 | KELLY IP, LLP CASH BALANCE PLAN | CashBalance | $4.7M | 21 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | KELLY IP, LLP CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans