Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAWRENCE B. KELLER
EIN 82-4434788Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
8
1 HUNTINGTON QUADRANGLE, STE 2S12 - MELVILLE, NY 11747516-677-6211
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 8 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
LAWRENCE B. KELLER DEFINED BENEFIT PLAN
CashBalance
Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LAWRENCE B. KELLER 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$134K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAWRENCE B. KELLER DEFINED BENEFIT PLAN | CashBalance | $2.2M | 2 | 2025 | |
| 002 | LAWRENCE B. KELLER 401(K) PROFIT SHARING PLAN | ProfitSharing | $134K | 6 | 2025 |
Retirement plans