Original filing (PDF)20250213104244NAL0037326896001

KEY CLIENT FINANCIAL ADVISORS L.L.C.

Name: KEY CLIENT FINANCIAL ADVISORS L.L.C. — KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: KEY CLIENT FINANCIAL ADVISORS L.L.C.

Form 5500-SF

FILING_RECEIVED

KEY CLIENT FINANCIAL ADVISORS, LLC SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 KEY CLIENT FINANCIAL ADVISORS L.L.C..

Plan sponsor

Name

KEY CLIENT FINANCIAL ADVISORS L.L.C.

EIN

20-0955703

Address

363 ROUTE 46 WEST · THIRD FLOOR · FAIRFIELD, NJ · 07004

Phone

(973) 244-4143

Industry

Finance & Insurancesee 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

2025-02-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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