Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
KELLY L ANDERSEN PC
EIN 93-1217442legal servicesLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
10
1730 E MCANDREWS RD, STE A - MEDFORD, OR 975045575541-773-7000andersenlaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 10 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 L. ANDERSEN PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.4M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLY L ANDERSEN PC CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY L. ANDERSEN PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.4M | 6 | 2024 | |
| 002 | KELLY L ANDERSEN PC CASH BALANCE PLAN | CashBalance | $2.3M | 4 | 2024 |
Retirement plans