Assets by plan
Share of aggregate retirement assets
Filings through .
Kelly Grotte
EIN 62-1612296Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Health & Benefits
0
Participants
4
950 8TH ST NE - THOMPSON, ND 582789345701-741-2954
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KELLY GROTTE PSP 2025
Other DC
Assets$2.4M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KELLY GROTTE MONEY PURCHASE PLAN 2025
Other DC
Assets$1.1M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KELLY GROTTE PSP 2025 | Other DC | $2.4M | 2 | 2025 |
| #002 | KELLY GROTTE MONEY PURCHASE PLAN 2025 | Other DC | $1.1M | 2 | 2025 |
- #001 · Other DC · 20252
- #002 · Other DC · 20252
Retirement plans