Original filing (PDF)20241014140618NAL0015069875001

Keohane & Dalessandro, PLLC

Name: Keohane & Dalessandro, PLLC — Keohane & D'ALEssandro, Form 5500 (2023)
Creator: Keohane & Dalessandro, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keohane & D'ALEssandro Savings Plus Plan

401(k) retirement plan · Keohane & Dalessandro, PLLC's Keohane & D'ALEssandro Savings Plus Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Keohane & Dalessandro, PLLC's EIN is 26-2934907.

EIN 26-2934907

Plan number 001

Plan year 2023

ACK ID 20241014140618NAL0015069875001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Keohane & Dalessandro, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Keohane & Dalessandro, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEOHANE & DALESSANDRO, PLLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score