How big is Kellner Herlihy Getty & Friedman, LLP's plan?

Kellner Herlihy Getty & Friedman, LLP's plan reported $5.9M in assets and 20 participants for 2024.

Original filing (PDF)20250714121352NAL0000669923001

Kellner Herlihy Getty & Friedman, LLP

Name: Kellner Herlihy Getty & Friedman, LLP — Kellner, Form 5500 (2024)
Creator: Kellner Herlihy Getty & Friedman, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kellner Herlihy Getty & Friedman, LLP 401(k) Plan

401(k) retirement plan · Kellner Herlihy Getty & Friedman, LLP's Kellner Herlihy Getty & Friedman, LLP 401(k) Plan held $5.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Kellner Herlihy Getty & Friedman, LLP's EIN is 20-2771981.

EIN 20-2771981

Plan number 001

Plan year 2024

ACK ID 20250714121352NAL0000669923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kellner Herlihy Getty & Friedman, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kellner Herlihy Getty & Friedman, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLNER HERLIHY GETTY & FRIEDMAN, LLP.

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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