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Sponsor portfolio

KECKLEY GROUP

EIN 62-1241675-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$528K assets
Welfare
0
Participants
6
1115 B BILTMORE DRIVE - NASHVILLE, TN 37204615-351-0265
Plans on this EIN
2 filings
#002401k-$511K - 3 part#001CashBalance-$17K - 3 part

Retirement portfolio analytics

2 plans aggregated / $528K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#002)97%
  • CASH BALANCE PLAN (#001)3%
Total $528KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • CASH BALANCE PLAN (#001)3
Total 6Click 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

KECKLEY GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$511K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PAUL H. KECKLEY CASH BALANCE PLAN

CashBalance

Assets$17K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KECKLEY GROUP 401(K) PROFIT SHARING PLAN401k$511K32024
001PAUL H. KECKLEY CASH BALANCE PLANCashBalance$17K32024
Retirement plans
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