Original filing (PDF)20250715152756NAL0005068674003

ADKINS, KELSTON & ZAVEZ, P.C.

Name: ADKINS, KELSTON & ZAVEZ, P.C. — ADKINS, KELSTON & ZAVEZ, P.C. PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: ADKINS, KELSTON & ZAVEZ, P.C.

Form 5500-SF

FILING_RECEIVED

ADKINS, KELSTON & ZAVEZ, P.C. PROFIT SHARING RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADKINS, KELSTON & ZAVEZ, P.C..

Plan sponsor

Name

ADKINS, KELSTON & ZAVEZ, P.C.

EIN

04-3392538

Address

90 CANAL STREET · FLOOR 4 · BOSTON, MA · 021142033

Phone

(617) 367-1040

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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