How big is LJ Keefe Co.'s plan?

LJ Keefe Co.'s plan reported $917K in assets and 4 participants for 2024.

Original filing (PDF)20250725102606NAL0014382738001

LJ Keefe Co.

Name: LJ Keefe Co. — LJ Keefe Co. 401(k) PS Plan, Form 5500 (2024)
Creator: LJ Keefe Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LJ Keefe Co. 401(k) PS Plan

401(k) retirement plan · LJ Keefe Co.'s LJ Keefe Co. 401(k) PS Plan held $917K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$917K

Net assets (EOY)

$917K

People on this filing

Lawrence Keefe signed LJ Keefe Co.'s 2024 Form 5500 as plan administrator.

Lawrence Keefe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LJ Keefe Co.'s EIN is 36-2638996.

EIN 36-2638996

Plan number 001

Plan year 2024

ACK ID 20250725102606NAL0014382738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LJ Keefe Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LJ Keefe Co.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (97th percentile).

Plan sponsor

Name

LJ KEEFE CO.

EIN

all filings

Address

704 WEST CENTRAL ROAD · MT. PROSPECT, IL · 60056

Phone

(847) 774-7767

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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