Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLI D KELSO PLLC
EIN 90-0856067Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
3
$767K assets
Welfare
0
Participants
25
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $767K 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#002
KELSO LAW CASH BALANCE PLAN
CashBalance
Assets$535K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KELSO LAW 401(K) PLAN
401k
Assets$177K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
KELSO LAW PROFIT SHARING PLAN
ProfitSharing
Assets$56K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KELSO LAW CASH BALANCE PLAN | CashBalance | $535K | 6 | 2024 | |
| 001 | KELSO LAW 401(K) PLAN | 401k | $177K | 8 | 2024 | |
| 003 | KELSO LAW PROFIT SHARING PLAN | ProfitSharing | $56K | 11 | 2024 |
Retirement plans