Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
KELLEY THIRD, INC. DBA CHICK-FIL-A VERO BEACH FSR
EIN 47-4337305Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
128
6020 ELON LN - VERO BEACH, FL 32966772-567-0222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 128 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
CHICK-FIL-A VERO BEACH 401(K) PLAN
401k
Assets$1.3M
Participants64
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHICK-FIL-A VERO BEACH CASH BALANCE PLAN
TraditionalDB
Assets$669K
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHICK-FIL-A VERO BEACH 401(K) PLAN | 401k | $1.3M | 64 | 2024 | |
| 002 | CHICK-FIL-A VERO BEACH CASH BALANCE PLAN | TraditionalDB | $669K | 64 | 2024 |
Retirement plans