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Sponsor portfolio

KEYPORT, LLC

EIN 91-1767633-fishery-Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
30
654 5TH AVE S, STE 300 - EDMONDS, WA 98020206-284-1947keyportllc.comLinkedIn11-50 employeesfishery
Plans on this EIN
2 filings
#001401k-$4.4M - 16 part#003CashBalance-$1.7M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • KEYPORT LLC 401(K) (#001)72%
  • CASH BALANCE PLAN (#003)28%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KEYPORT LLC 401(K) (#001)16
  • CASH BALANCE PLAN (#003)14
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KEYPORT LLC 401(K) PLAN

401k

Assets$4.4M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KEYPORT, LLC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEYPORT LLC 401(K) PLAN401k$4.4M162024
003KEYPORT, LLC CASH BALANCE PLANCashBalance$1.7M142024
Retirement plans
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