Original filing (PDF)20251002115618NAL0000414801001

HUNT SUEDHOFF KEARNEY LLP

Name: HUNT SUEDHOFF KEARNEY LLP — HUNT SUEDHOFF KALAMAROS LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: HUNT SUEDHOFF KEARNEY LLP

Form 5500-SF

FILING_RECEIVED

HUNT SUEDHOFF KALAMAROS LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNT SUEDHOFF KEARNEY LLP.

Plan sponsor

Name

HUNT SUEDHOFF KEARNEY LLP

EIN

35-0972735

Address

803 S. CALHOUN STREET, SUITE 900 · FORT WAYNE, IN · 46802

Phone

(260) 423-1311

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

KELSEY KLINE

EIN

35-0972735

City

FORT WAYNE, IN

Phone

(260) 423-1311

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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