Original filing (PDF)20250625093929NAL0007962001001

KEEFE AND ASSOCIATES, INC.

Name: KEEFE AND ASSOCIATES, INC. — KEEFE AND ASSOCIATES, INC. 401K PS PLAN, Form 5500 (2024)
Creator: KEEFE AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

KEEFE AND ASSOCIATES, INC. 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEEFE AND ASSOCIATES, INC..

Plan sponsor

Name

KEEFE AND ASSOCIATES, INC.

EIN

39-0271955

Address

326 CENTER STREET · PO BOX 460 · LAKE GENEVA, WI · 53147

Phone

(262) 348-3260

Industry

Real Estatesee all

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

CASCADE TITLE CO.

CASCADE TITLE CO. EMPLOYEE SAVINGS PLAN

$4.2M · 61 participants

AUSHERMAN DEVELOPMENT CORPORATION II

AUSHERMAN DEVELOPMENT CORPORATION II EMPLOYEES PROFIT SHARING PLAN

$4.1M · 20 participants

SSR CONSULTANTS

SSR 401(K) PLAN

$4.2M · 5 participants

BINDER REALTY CONSULTANTS, INC.

BINDER REALTY CONSULTANTS, INC. PROFIT SHARING PLAN

$4.1M · 6 participants

AYRES LAND COMPANY, INC.

AYRES LAND COMPANY, INC. 401K PROFIT SHARING PLAN