How big is Kenny, O'KEEFE & Usseglio, P.C.'s plan?

Kenny, O'KEEFE & Usseglio, P.C.'s plan reported $3.8M in assets and 8 participants for 2024.

Original filing (PDF)20250409090156NAL0010812019001

Kenny, O'KEEFE & Usseglio, P.C.

Name: Kenny, O'KEEFE & Usseglio, P.C. — Kenny, O'KEEFE &, Form 5500 (2024)
Creator: Kenny, O'KEEFE & Usseglio, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kenny, O'KEEFE & Usseglio, P.C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Kenny, O'KEEFE & Usseglio, P.C.'s Kenny, O'KEEFE & Usseglio, P.C. 401(k) Profit Sharing Plan and Trust held $3.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Kenny, O'KEEFE & Usseglio, P.C.'s EIN is 03-0442581.

EIN 03-0442581

Plan number 001

Plan year 2024

ACK ID 20250409090156NAL0010812019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kenny, O'KEEFE & Usseglio, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kenny, O'KEEFE & Usseglio, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

KENNY, O'KEEFE & USSEGLIO, P.C.

EIN

all filings

Address

21 OAK STREET · HARTFORD, CT · 06106

Phone

(860) 246-2700

Industry

Law Offices· Professional & Technical Services

Plan administrator