· 2022–2024 · DOL EFAST2

C.P. KELLY AND ASSOCIATES LLC — C.P. KELLY AND ASSOCIATES LLC 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251003114516NAL0000785443001

C.P. KELLY AND ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

C.P. KELLY AND ASSOCIATES LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

10

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.P. KELLY AND ASSOCIATES LLC.

Plan sponsor

Name

C.P. KELLY AND ASSOCIATES LLC

EIN

05-0625110

Address

1201 RIDGE ROAD · ONTARIO, NY · 14519

Phone

(315) 524-2627

Industry

Constructionsee 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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

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