Original filing (PDF)20250915144006NAL0001945712002

KEENAN & BHATIA, LLC

Name: KEENAN & BHATIA, LLC — KEENAN & BHATIA, LLC INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: KEENAN & BHATIA, LLC

Form 5500-SF

FILING_RECEIVED

KEENAN & BHATIA, LLC INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

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 (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEENAN & BHATIA, LLC.

Plan sponsor

Name

KEENAN & BHATIA, LLC

EIN

45-4632175all filings

Address

90 BROAD STREET · SUITE 200 · NEW YORK, NY · 10004

Phone

(917) 975-5278

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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