Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEELER THOMAS MANAGEMENT LLC
EIN 81-4333737financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
25
1327 SOUTH 800 EAST - OREM, UT 84097801-226-0800keelerthomas.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 25 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
RETIREMENT INCOME SECURITY PLAN-KEELER THOMAS
401k
Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEELER THOMAS MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$865K
Participants12
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 | RETIREMENT INCOME SECURITY PLAN-KEELER THOMAS | 401k | $1.5M | 13 | 2025 | |
| 002 | KEELER THOMAS MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $865K | 12 | 2025 |
Retirement plans