Original filing (PDF)20250620084953NAL0003757025004

KELLAR KELLAR & JAIVEN LLP

Name: KELLAR KELLAR & JAIVEN LLP — KELLAR KELLAR & JAIVEN LLP PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: KELLAR KELLAR & JAIVEN LLP

Form 5500-SF

FILING_RECEIVED

KELLAR KELLAR & JAIVEN LLP PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 KELLAR KELLAR & JAIVEN LLP.

Plan sponsor

Name

KELLAR KELLAR & JAIVEN LLP

EIN

14-1618066

Address

PO BOX 3536 · KINGSTON, NY · 12402

Phone

(845) 331-8900

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RODE & COFFIN, LLC

RODE & COFFIN, LLC RETIREMENT SAVINGS PLAN

$2.4M · 7 participants

GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN, LLP

GOLDSTEIN, GELLMAN, MELBOSTAD, HARRIS & MCSPARRAN 401(K) RETIREMENT PLAN

$2.4M · 12 participants

TAYLOR LAW PARTNERS, LLP

TAYLOR LAW FIRM 401(K) PLAN

$2.4M · 13 participants

COLLEY, SHROYER & ABRAHAM CO., LPA

COLLEY, SHROYER & ABRAHAM CO., LPA RETIREMENT SAVINGS PLAN AND TRUST

$2.4M · 14 participants

MADDOX & GEROCK, PC