Original filing (PDF)20250701130200NAL0012706673004

KENNETH S ROTNER

Name: KENNETH S ROTNER — KENNETH S ROTNER - KEOUGH PLAN, Form 5500 (2024)
Creator: KENNETH S ROTNER

Form 5500-SF

FILING_RECEIVED

KENNETH S ROTNER - KEOUGH PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$194K

Net assets (EOY)

$194K

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 KENNETH S ROTNER.

Plan sponsor

Name

KENNETH S ROTNER

EIN

13-3367950

Address

9 EUCLID AVE · HASTINGSONHUDSON, NY · 107061109

Phone

(914) 478-2793

Industry

Real Estatesee all

Plan administrator

Name

KENNETH S ROTNER

EIN

13-3367950

City

HASTINGSONHUDSON, NY

Phone

(914) 478-2793

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

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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