Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLY GARRETT KUCERA, PLLC
EIN 83-4337283arts and craftsLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M 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
KELLY GARRETT KUCERA 401(K) PLAN
401k
Assets$777K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY GARRETT KUCERA, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$260K
Participants4
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 | KELLY GARRETT KUCERA 401(K) PLAN | 401k | $777K | 12 | 2024 | |
| 002 | KELLY GARRETT KUCERA, PLLC CASH BALANCE PENSION PLAN | CashBalance | $260K | 4 | 2024 |
Retirement plans