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Sponsor portfolio

LAW OFFICE OF JULIA KELLER PLLC

EIN 55-0880569-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
15
575 LYNNHAVEN PKWY STE 240 - VIRGINIA BEACH, VA 234527389757-962-0530
Plans on this EIN
2 filings
#001401k-$1.5M - 10 part#002TraditionalDB-$600K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#001)72%
  • DEFINED BENEFIT PLAN (#002)28%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)10
  • DEFINED BENEFIT PLAN (#002)5
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAW OFFICE OF JULIA KELLER PLLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICE OF JULIA KELLER, P.L.L.C. DEFINED BENEFIT PLAN

TraditionalDB

Assets$600K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICE OF JULIA KELLER PLLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.5M102025
002LAW OFFICE OF JULIA KELLER, P.L.L.C. DEFINED BENEFIT PLANTraditionalDB$600K52025
Retirement plans
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