How big is Kelleher & Sadowsky Associates, Inc.'s plan?

Kelleher & Sadowsky Associates, Inc.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250815151955NAL0010597281001

Kelleher & Sadowsky Associates, Inc.

Name: Kelleher & Sadowsky Associates, Inc. — Kelleher &, Form 5500 (2024)
Creator: Kelleher & Sadowsky Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelleher & Sadowsky Associates, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Kelleher & Sadowsky Associates, Inc.'s Kelleher & Sadowsky Associates, Inc. Cash Balance Pension Plan held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

William Kelleher signed Kelleher & Sadowsky Associates, Inc.'s 2024 Form 5500 as plan administrator.

William Kelleher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelleher & Sadowsky Associates, Inc.'s EIN is 04-2756093.

EIN 04-2756093

Plan number 002

Plan year 2024

ACK ID 20250815151955NAL0010597281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelleher & Sadowsky Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelleher & Sadowsky Associates, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEHER & SADOWSKY ASSOCIATES, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score