Original filing (PDF)20240918090834NAL0004069937001

KEEGAN & KEEGAN, ROSS & ROSNER LLP

Name: KEEGAN & KEEGAN, ROSS & ROSNER LLP — KEEGAN & KEEGAN LLP 401K PROFIT SHARING TRUST, Form 5500 (2023)
Creator: KEEGAN & KEEGAN, ROSS & ROSNER LLP

Form 5500-SF

FILING_RECEIVED

KEEGAN & KEEGAN LLP 401K PROFIT SHARING TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 KEEGAN & KEEGAN, ROSS & ROSNER LLP.

Plan sponsor

Name

KEEGAN & KEEGAN, ROSS & ROSNER LLP

EIN

11-3298595

Address

147 N. OCEAN AVENUE · PATCHOGUE, NY · 11772

Phone

(631) 475-9400

Industry

All Other Professional Services· 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

2024-09-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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