How big is Keith Connell, Inc.'s plan?

Keith Connell, Inc.'s plan reported $5.6M in assets and 63 participants for 2024.

Original filing (PDF)20251007170834NAL0005100081001

Keith Connell, Inc.

Name: Keith Connell, Inc. — Keith Connell, Inc. Profit, Form 5500 (2024)
Creator: Keith Connell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keith Connell, Inc. Profit Sharing Plan

401(k) retirement plan · Keith Connell, Inc.'s Keith Connell, Inc. Profit Sharing Plan held $5.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Wendi Newton signed Keith Connell, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Keith Connell, Inc.'s EIN is 43-1205402.

EIN 43-1205402

Plan number 001

Plan year 2024

ACK ID 20251007170834NAL0005100081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith Connell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith Connell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEITH CONNELL, INC..

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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