Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
CLAY CHANDLER, D.D.S., M.D. AND BRIAN KELLEY, D.D.S., M.D., A
EIN 72-1070699Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
50
3839 WEST CONGRESS SUITE C - LAFAYETTE, LA 70506337-984-0403
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 50 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
CHANDLER, FONTENOT & KELLEY RETIREMENT PLAN & TRUST
401k
Assets$1.6M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHANDLER, FONTENOT & KELLEY CASH BALANCE PLAN & TRUST
CashBalance
Assets$868K
Participants16
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 | CHANDLER, FONTENOT & KELLEY RETIREMENT PLAN & TRUST | 401k | $1.6M | 34 | 2024 | |
| 002 | CHANDLER, FONTENOT & KELLEY CASH BALANCE PLAN & TRUST | CashBalance | $868K | 16 | 2024 |
Retirement plans