· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLEHER & SADOWSKY ASSOCIATES, INC. — KELLEHER & SADOWSKY ASSOCIATES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250815151955NAL0010597281001
KELLEHER & SADOWSKY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
KELLEHER & SADOWSKY ASSOCIATES, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KELLEHER & SADOWSKY ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
KELLEHER & SADOWSKY ASSOCIATES, INC.
EIN
04-2756093
Address
120 FRONT STREET, SUITE 210 · WORCESTER, MA · 01608
Phone
(508) 635-6785
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
TOM SHINSATO REALTY, INC.
TOM SHINSATO REALTY, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 9 participants
ERIC G. RAMSAY, JR. ASSOC., LLC
ERIC G. RAMSAY, JR. ASSOC., LLC PENSION PLAN
$2.2M · 7 participants
UPSTATE COMMERCIAL REALTY SERVICES LLC
UPSTATE COMMERCIAL REALTY SERVICES 401(K)
$2.2M · 15 participants
THE FRANKLIN TEAM INC
THE FRANKLIN TEAM 401(K) PLAN
$2.2M · 17 participants
WATERMAN PROPERTIES, LLC
WATERMAN PROPERTIES, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.2M · 10 participants
AHII ENTERPRISES, INC.
AHII ENTERPRISES, INC. PROFIT SHARING PLAN
$2.2M · 2 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
