How big is Satterley & Kelley, PLLC's plan?

Satterley & Kelley, PLLC's plan reported $2.4M in assets and 11 participants for 2024.

Original filing (PDF)20250407120554NAL0016232449003

Satterley & Kelley, PLLC

Name: Satterley & Kelley, PLLC — Satterley & Kelley PLLC, Form 5500 (2024)
Creator: Satterley & Kelley, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satterley & Kelley PLLC 401(k) Plan

401(k) retirement plan · Satterley & Kelley, PLLC's Satterley & Kelley PLLC 401(k) Plan held $2.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Paul J Kelley signed Satterley & Kelley, PLLC's 2024 Form 5500 as plan administrator.

Paul J Kelley — 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

Satterley & Kelley, PLLC's EIN is 46-1471141.

EIN 46-1471141

Plan number 001

Plan year 2024

ACK ID 20250407120554NAL0016232449003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Satterley & Kelley, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Satterley & Kelley, PLLC'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 SATTERLEY & KELLEY, PLLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SATTERLEY & KELLEY, PLLC

EIN

all filings

Address

8700 WESTPORT ROAD · STE 202 · LOUISVILLE, KY · 40242

Phone

(502) 814-5589

Industry

Law Offices· Professional & Technical Services

Plan administrator