Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolioTH
THOMASKELLY SOFTWARE ASSOCIATES LP
EIN 76-0511284computer softwareLatest filing 2024
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
16
1 SUGAR CREEK CENTER BOULVARD, SUITE 410 - SUGAR LAND, TX 774783528281-565-1460thomaskelly.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M 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
THOMASKELLY SOFTWARE ASSOCIATES LP 401K PROFIT SHARNG PLAN & TRUST
401k
Assets$4.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THOMASKELLY SOFTWARE ASSOCIATES LP CASH BALANCE PLAN
CashBalance
Assets$2.0M
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 | THOMASKELLY SOFTWARE ASSOCIATES LP 401K PROFIT SHARNG PLAN & TRUST | 401k | $4.8M | 8 | 2024 | |
| 002 | THOMASKELLY SOFTWARE ASSOCIATES LP CASH BALANCE PLAN | CashBalance | $2.0M | 8 | 2024 |
Retirement plans