Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEILLOR CAPITAL, INC.
EIN 46-3934079financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
10
2429 W. COAST HWY, SUITE 210 - NEWPORT BEACH, CA 92663949-296-9856keillorcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 10 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
KEILLOR CAPITAL, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEILLOR CAPITAL 401(K) PLAN
401k
Assets$909K
Participants5
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 | KEILLOR CAPITAL, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 5 | 2024 | |
| 001 | KEILLOR CAPITAL 401(K) PLAN | 401k | $909K | 5 | 2024 |
Retirement plans