Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEVIN G KELLY MD
EIN 63-0756716medical practiceLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
62
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 62 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KEVIN G KELLY MD CROSS-TESTED 401(K) PROFIT SHARING PLAN
401k
Assets$5.3M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KEVIN G. KELLY, M.D. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEVIN G KELLY MD CROSS-TESTED 401(K) PROFIT SHARING PLAN | 401k | $5.3M | 37 | 2024 | |
| 002 | KEVIN G. KELLY, M.D. CASH BALANCE PLAN | CashBalance | $1.9M | 25 | 2024 |
Retirement plans