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  2. RUSSELL G. KEENER, PC
Sponsor portfolio

RUSSELL G. KEENER, PC

EIN 58-2255133-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
16
640 VILLAGE TRACE - MARIETTA, GA 30067770-955-3000
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 6 part#001401k-$396K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • KEENER, PC 401(K) (#001)23%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KEENER, PC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)6
Total 16Click 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#002

RUSSELL G. KEENER, PC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RUSSELL G. KEENER, PC 401(K) PLAN

401k

Assets$396K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RUSSELL G. KEENER, PC CASH BALANCE PLANCashBalance$1.3M62025
001RUSSELL G. KEENER, PC 401(K) PLAN401k$396K102025
Retirement plans
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