Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEENALIGNMENT, INC.
EIN 46-2981432professional training & coachingLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
2
521 SANTA MARGUARITA DRIVE - APTOS, CA 95003408-420-0926keenalignment.comLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 2 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#002
KEENALIGNMENT, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$829K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEENALIGNMENT, INC. 401(K) PLAN
401k
Assets$411K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KEENALIGNMENT, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $829K | 1 | 2024 | |
| 001 | KEENALIGNMENT, INC. 401(K) PLAN | 401k | $411K | 1 | 2024 |
Retirement plans