Original filing (PDF)20250915100420NAL0002167122001

DENIS G. KELLY & ASSOCIATES, P.C.

Name: DENIS G. KELLY & ASSOCIATES, P.C. — DENIS G. KELLY & ASSOCIATES, P.C. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: DENIS G. KELLY & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

DENIS G. KELLY & ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENIS G. KELLY & ASSOCIATES, P.C..

Plan sponsor

Name

DENIS G. KELLY & ASSOCIATES, P.C.

EIN

27-2977665

Address

120 WEST PARK AVENUE · SUITE 311 · LONG BEACH, NY · 11561

Phone

(516) 897-0800

Industry