How big is Kennedy & Associates, P.C.'s plan?

Kennedy & Associates, P.C.'s plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260323143028NAL0001723152001

Kennedy & Associates, P.C.

Name: Kennedy & Associates, P.C. — Kennedy & Associates, Form 5500 (2025)
Creator: Kennedy & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennedy & Associates, P.C. Retirement Plan

401(k) retirement plan · Kennedy & Associates, P.C.'s Kennedy & Associates, P.C. Retirement Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Gerald Kennedy signed Kennedy & Associates, P.C.'s 2025 Form 5500 as plan administrator.

Gerald Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kennedy & Associates, P.C.'s EIN is 20-1755793.

EIN 20-1755793

Plan number 001

Plan year 2025

ACK ID 20260323143028NAL0001723152001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kennedy & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kennedy & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNEDY & ASSOCIATES, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KENNEDY & ASSOCIATES, P.C.

EIN

all filings

Address

205 W. WACKER DRIVE, SUITE 500 · CHICAGO, IL · 606061475

Phone

(312) 201-9180

Industry

Law Offices· Professional & Technical Services

Plan administrator