Original filing (PDF)20251006122156NAL0003628865001

Keller & Associates DBA Keller Financial Solutions

Name: Keller & Associates DBA Keller Financial Solutions — Form 5500 Plan 001 (2024)
Creator: Keller & Associates DBA Keller Financial Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller Financial Solutions 401(k) Plan

401(k) retirement plan · Keller & Associates DBA Keller Financial Solutions' Keller Financial Solutions 401(k) Plan held $236K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

DOUG Keller signed Keller & Associates DBA Keller Financial Solutions' 2024 Form 5500 as plan administrator.

DOUG Keller — 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

Keller & Associates DBA Keller Financial Solutions' EIN is 20-5757165.

EIN 20-5757165

Plan number 001

Plan year 2024

ACK ID 20251006122156NAL0003628865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keller & Associates DBA Keller Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keller & Associates DBA Keller Financial Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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

Plan sponsor

Name

KELLER & ASSOCIATES DBA KELLER FINANCIAL SOLUTIONS

EIN

all filings

Address

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

Phone

(646) 366-6601

Industry

Finance & Insurance

Plan administrator