Original filing (PDF)20250715072706NAL0002542880001

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

Name: WESTERVELT, JOHNSON, NICOLL & KELLER, LLC — WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

Form 5500-SF

FILING_RECEIVED

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WESTERVELT, JOHNSON, NICOLL & KELLER, LLC.

Plan sponsor

Name

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

EIN

37-1416160

Address

416 MAIN STREET, SUITE 200 · PEORIA, IL · 61602

Phone

(309) 671-3550

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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