Original filing (PDF)20251104112128NAL0019204610001

CHARLES G. KELLER, INC.

Name: CHARLES G. KELLER, INC. — CHARLES G. KELLER, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES G. KELLER, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES G. KELLER, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 CHARLES G. KELLER, INC..

Plan sponsor

Name

CHARLES G. KELLER, INC.

EIN

23-1597596

Address

ALBIDALE DRIVE · 3700 KELLERS FARM · HUNTINGDON VALLEY, PA · 190062815

Phone

(215) 947-4565

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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