How big is Keller Financial Group's plan?

Keller Financial Group's plan reported $462K in assets and 8 participants for 2024.

Original filing (PDF)20250623092142NAL0003635139001

Keller Financial Group

Name: Keller Financial Group — Keller Financial Group, Form 5500 (2024)
Creator: Keller Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller Financial Group 401(k) Plan

401(k) retirement plan · Keller Financial Group's Keller Financial Group 401(k) Plan held $462K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$462K

Net assets (EOY)

$462K

People on this filing

Dwayne Keller signed Keller Financial Group's 2024 Form 5500 as plan administrator.

Dwayne 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 Financial Group's EIN is 25-1821312.

EIN 25-1821312

Plan number 001

Plan year 2024

ACK ID 20250623092142NAL0003635139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Keller Financial Group's 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 FINANCIAL GROUP.

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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