KELLY, TROTTER, FRANZEN 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
69
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY, TROTTER, FRANZEN A LAW CORPORATION.
Plan sponsor
Name
KELLY, TROTTER, FRANZEN A LAW CORPORATION
EIN
33-0676328
Address
111 W. OCEAN BLVD., 14TH FLOOR · LONG BEACH, CA · 908024646
Phone
(562) 432-5855
Industry
Law Offices· Professional & Technical Servicessee all
