Original filing (PDF)20250714094201NAL0000879281001

KELLY, REMMEL & ZIMMERMAN, P.A.

Name: KELLY, REMMEL & ZIMMERMAN, P.A. — KELLY, REMMEL & ZIMMERMAN, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KELLY, REMMEL & ZIMMERMAN, P.A.

Form 5500-SF

FILING_RECEIVED

KELLY, REMMEL & ZIMMERMAN, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$30.3M

Net assets (EOY)

$30.3M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY, REMMEL & ZIMMERMAN, P.A..

Plan sponsor

Name

KELLY, REMMEL & ZIMMERMAN, P.A.

EIN

01-0367197

Address

53 EXCHANGE STREET · PORTLAND, ME · 04101

Phone

(207) 775-1020

Industry