· 2022–2024 · DOL EFAST2

Kelly D. Myers, LLC — Kelly D Myers 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260409141248NAL0012218737002

Kelly D. Myers, LLC

Form 5500-SF

FILING_RECEIVED

Kelly D Myers 401(k) Plan

401(k) retirement plan · Kelly D. Myers, LLC's Kelly D Myers 401(k) Plan held $908K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KELLY D. MYERS, LLC

EIN

46-2174793all filings

Address

108 WILD BASIN · SUITE 250 · WEST LAKE HILLS, TX · 78746

Phone

(505) 270-5990

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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