Assets by plan
Share of aggregate retirement assets
61%top
Filings through .
Sponsor portfolio
Jesse Kellerts Life Coaching, LLC
EIN 84-4809379Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
105
27181 ASHTON CIRCLE - LAKE FOREST, CA 92630949-244-2279
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 105 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
JESSE KELLERT'S LIFE COACHING, LLC 401(K) PLAN & TRUST
401(k)
Assets$1.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JESSE KELLERT'S LIFE COACHING, LLC DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$956K
Participants52
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 | JESSE KELLERT'S LIFE COACHING, LLC 401(K) PLAN & TRUST | 401(k) | $1.5M | 53 | 2025 | |
| 002 | JESSE KELLERT'S LIFE COACHING, LLC DEFINED BENEFIT PLAN & TRUST | Traditional DB | $956K | 52 | 2025 |
Retirement plans