Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNEY & ASSOCIATES
EIN 94-3237491architecture & planningLatest filing 2024
Plans
2
Retirement
2
$786K assets
Welfare
0
Participants
8
6114 LA SALLE AVENUE # 590 - OAKLAND, CA 94611510-569-9994kenneyassociates.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $786K assets / 8 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
KENNEY & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$744K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KENNEY & ASSOCIATES 401(K) PLAN
401k
Assets$42K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KENNEY & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $744K | 4 | 2024 | |
| 002 | KENNEY & ASSOCIATES 401(K) PLAN | 401k | $42K | 4 | 2024 |
Retirement plans