Original filing (PDF)20251001141750NAL0031819250001

KEPHART FISHER LLC

Name: KEPHART FISHER LLC — KEPHART FISHER LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: KEPHART FISHER LLC

Form 5500-SF

FILING_RECEIVED

KEPHART FISHER LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEPHART FISHER LLC.

Plan sponsor

Name

KEPHART FISHER LLC

EIN

31-1337454

Address

207 NORTH 4TH ST. · COLUMBUS, OH · 43215

Phone

(614) 469-1882

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RONCA & ASSOCIATES, A LAW FIRM

RONCA & ASSOCIATES, A LAW FIRM CASH BALANCE PENSION PLAN

$1.6M · 5 participants

SCHAEFER HALLEEN LLC

SCHAEFER HALLEEN LLC 401(K) PROFIT SHARING PLAN

$1.6M · 12 participants

BREDHOFF & KAISER, P.L.L.C.

BREDHOFF & KAISER, P.L.L.C. PROFIT SHARING PLAN

$1.6M · 4 participants

YOUMAN, MADEO & FASANO, LLP

YOUMAN, MADEO & FASANO RETIREMENT PLAN

$1.6M · 71 participants

ALEXANDER LAW GROUP, LLP

ALEXANDER LAW GROUP, LLP CASH BALANCE PLAN