Sponsor portfolio
KELLY T WALEN REAL ESTATE AGENT
EIN 90-2330412Real Estate and Rental and LeasingLatest filing 2025
Plans
1
Retirement
1
$566K assets
Welfare
0
Participants
1
11 YAWL DRIVE - COCOA BEACH, FL 32931321-848-4225
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 058 | KELLY WALEN IND 401K | 401k | $566K | 1 | 2025 |
Retirement plans