Original filing (PDF)20250715140743NAL0004891122003

KELLER ASSOCIATES, INC.

Name: KELLER ASSOCIATES, INC. — KELLER ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KELLER ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KELLER ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 KELLER ASSOCIATES, INC..

Plan sponsor

Name

KELLER ASSOCIATES, INC.

EIN

16-1310191

Address

5033 TRANSIT ROAD · DEPEW, NY · 14043

Phone

(716) 681-3535

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

TRONCONI SEGARRA & ASSOCIATES

EIN

04-3728817

City

WILLIAMSVILLE, NY

Phone

(716) 633-1373

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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