Original filing (PDF)20241015123738NAL0028444529001

KEOUGH & SWEENEY, LTD.

Name: KEOUGH & SWEENEY, LTD. — KEOUGH & SWEENEY, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KEOUGH & SWEENEY, LTD.

Form 5500-SF

FILING_RECEIVED

KEOUGH & SWEENEY, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 KEOUGH & SWEENEY, LTD..

Plan sponsor

Name

KEOUGH & SWEENEY, LTD.

EIN

06-1493594

Address

41 MENDON AVENUE · PAWTUCKET, RI · 02861

Phone

(401) 724-3600

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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