Original filing (PDF)20251006122156NAL0003628865001

KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS

Name: KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS — KELLER FINANCIAL SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS

Form 5500-SF

FILING_RECEIVED

KELLER FINANCIAL SOLUTIONS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS.

Plan sponsor

Name

KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS

EIN

20-5757165all filings

Address

300 MADISON AVENUE · 25TH FLOOR · NEW YORK, NY · 10016

Phone

(646) 366-6601

Industry

Finance & Insurancesee all

Plan administrator