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Sponsor portfolio

ALLISON KELLY, INC.

EIN 81-0830661-performing arts-Latest filing 2025
Plans
2
Retirement
2
$564K assets
Welfare
0
Participants
4
2615 ALTA VISTA DRIVE - NEWPORT BEACH, CA 92660949-500-7714LinkedIn11-50 employeesperforming arts
Plans on this EIN
2 filings
#002CashBalance-$514K - 2 part#001401k-$50K - 2 part

Retirement portfolio analytics

2 plans aggregated / $564K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • KELLY, INC. 401(K) (#001)9%
Total $564KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • KELLY, INC. 401(K) (#001)2
Total 4Click 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

ALLISON KELLY, INC. CASH BALANCE PLAN

CashBalance

Assets$514K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALLISON KELLY, INC. 401(K) PLAN

401k

Assets$50K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLISON KELLY, INC. CASH BALANCE PLANCashBalance$514K22025
001ALLISON KELLY, INC. 401(K) PLAN401k$50K22024
Retirement plans
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