How big is Keegan Werlin LLP's plan?

Keegan Werlin LLP's plan reported $13.3M in assets and 43 participants for 2024.

Original filing (PDF)20250715134559NAL0002238161001

Keegan Werlin LLP

Name: Keegan Werlin LLP — Keegan Werlin LLP Retirement, Form 5500 (2024)
Creator: Keegan Werlin LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keegan Werlin LLP Retirement Plan

401(k) retirement plan · Keegan Werlin LLP's Keegan Werlin LLP Retirement Plan held $13.3M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

People on this filing

Steven Thomas signed Keegan Werlin LLP's 2024 Form 5500 as plan administrator.

Steven Thomas — 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

Keegan Werlin LLP's EIN is 04-3335747.

EIN 04-3335747

Plan number 001

Plan year 2024

ACK ID 20250715134559NAL0002238161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keegan Werlin LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keegan Werlin LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEEGAN WERLIN LLP.

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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

Knocking points off