Original filing (PDF)20250912160105NAL0000903363001

LAW OFFICE OF JEFFREY B. KELLY,

Name: LAW OFFICE OF JEFFREY B. KELLY, — LAW OFFICE OF JEFFREY B. KELLY, P.C. 401K, Form 5500 (2024)
Creator: LAW OFFICE OF JEFFREY B. KELLY,

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF JEFFREY B. KELLY, P.C. 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF JEFFREY B. KELLY,.

Plan sponsor

Name

LAW OFFICE OF JEFFREY B. KELLY,

EIN

01-0864586all filings

Address

107 EAST 5TH AVE. · ROME, GA · 30161

Phone

(706) 295-0030

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