Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JERRY KELLY, INC.
EIN 77-0461227Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
16
1808 EAST MCKINLEY - FRESNO, CA 93703559-486-1241
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M 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
JERRY KELLY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JERRY KELLY, INC. CASH BALANCE PLAN
CashBalance
Assets$373K
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 | JERRY KELLY, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 8 | 2025 | |
| 002 | JERRY KELLY, INC. CASH BALANCE PLAN | CashBalance | $373K | 8 | 2025 |
Retirement plans