· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KENNEY & MACDONALD, INC. — KENNEY & MACDONALD, INC. 401(K)/PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519111219NAL0002536418001
KENNEY & MACDONALD, INC.
Form 5500-SF
FILING_RECEIVED
KENNEY & MACDONALD, INC. 401(K)/PSP
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
KENNEY & MACDONALD, INC.
.
Find decision makers
Plan sponsor
Name
KENNEY & MACDONALD, INC.
EIN
04-3048053
Address
18 E. CHESTNUT ST. · SHARON, MA · 020672012
Phone
(781) 784-5756
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
JEAN SHONER
H&R BLOCK OF CHELSEA SAFE HARBOR 401K
$1.0M · 14 participants
JORDAN HATFIELD, LLC
JORDAN HATFIELD 401(K) PLAN
$1.0M · 8 participants
KAMENS & HIRSCHBERG PAYROLL CO
KAMENS & HIRSCHBERG PAYROLL CO 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 16 participants
BETTERS & ASSOCIATES, S.C.
BETTERS & ASSOCIATES, S. C. 401(K) PLAN
$999K · 12 participants
CK RESTORATION, LLC
CK RESTORATION LLC 401(K) PROFIT SHARING PLAN AND
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 49 participants
MORRE & COMPANY, LLP
MORRE & COMPANY RETIREMENT PLAN
$992K · 10 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
