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Sponsor portfolio

KELLY GROTTE

EIN 62-1612296-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
4
950 8TH ST NE - THOMPSON, ND 582789345701-741-2954
Plans on this EIN
2 filings
#001OtherDC-$2.4M - 2 part#002OtherDC-$1.1M - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • GROTTE PSP 2025 (#001)69%
  • PURCHASE PLAN 2025 (#002)31%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROTTE PSP 2025 (#001)2
  • PURCHASE PLAN 2025 (#002)2
Total 4Click 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

KELLY GROTTE PSP 2025

OtherDC

Assets$2.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KELLY GROTTE MONEY PURCHASE PLAN 2025

OtherDC

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KELLY GROTTE PSP 2025OtherDC$2.4M22025
002KELLY GROTTE MONEY PURCHASE PLAN 2025OtherDC$1.1M22025
Retirement plans
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