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Sponsor portfolio

SHAWN KELLER, PLLC

EIN 75-3120300-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
25
830 6TH ST. S. - KIRKLAND, WA 98033480-516-3431
Plans on this EIN
2 filings
#002CashBalance-$834K - 11 part#001401k-$378K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • BY DESIGN 401(K) (#001)31%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BY DESIGN 401(K) (#001)14
  • CASH BALANCE PLAN (#002)11
Total 25Click 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#002

SMILES BY DESIGN CASH BALANCE PLAN

CashBalance

Assets$834K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMILES BY DESIGN 401(K) PLAN

401k

Assets$378K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMILES BY DESIGN CASH BALANCE PLANCashBalance$834K112025
001SMILES BY DESIGN 401(K) PLAN401k$378K142024
Retirement plans
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