Original filing (PDF)20250826123745NAL0004455571001

KELLY, TROTTER, FRANZEN A LAW CORPORATION

Name: KELLY, TROTTER, FRANZEN A LAW CORPORATION — KELLY, TROTTER, FRANZEN SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: KELLY, TROTTER, FRANZEN A LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

KELLY, TROTTER, FRANZEN SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY, TROTTER, FRANZEN A LAW CORPORATION.

Plan sponsor

Name

KELLY, TROTTER, FRANZEN A LAW CORPORATION

EIN

33-0676328

Address

111 W. OCEAN BLVD., 14TH FLOOR · LONG BEACH, CA · 908024646

Phone

(562) 432-5855

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator