Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEN COLLEY & ASSOCIATES, INC.
EIN 71-0730014real estateLatest filing 2024
Plans
2
Retirement
2
$990K assets
Welfare
0
Participants
16
4111 MASSARD RD - FORT SMITH, AR 729036223479-785-0078kencolleyinc.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $990K assets / 16 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
KEN COLLEY & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$540K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$450K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEN COLLEY & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $540K | 8 | 2024 | |
| 002 | KEN COLLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $450K | 8 | 2024 |
Retirement plans