Assets by plan
Share of aggregate retirement assets
- LLP RETIREMENT PLAN (#002)$138.7M
- BALANCE PLAN 2024 (#005)$11.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $164.3M assets / 376 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $6.2M premiums / 363 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
Fully insured - AETNA LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN | 401(k) | $138.7M | 192 | 2025 |
| #003 | KEKER, VAN NEST & PETERS LLP ASSOCIATES' 401(K) PLAN | 401(k) | $13.8M | 130 | 2025 |
| #005 | KEKER, VAN NEST & PETERS LLP CASH BALANCE PLAN 2024 | Cash balance | $11.8M | 54 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KEKER, VAN NEST & PETERS HEALTH AND WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $6.2M | 363 | 2025 |