Original filing (PDF)20250731200929NAL0003382931001

Jones Kelleher LLP

Name: Jones Kelleher LLP — Jones Kelleher LLP 401(k), Form 5500 (2024)
Creator: Jones Kelleher LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jones Kelleher LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Jones Kelleher LLP's Jones Kelleher LLP 401(k) Profit Sharing Plan held $11.4M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

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 (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONES KELLEHER LLP.

Plan sponsor

Name

JONES KELLEHER LLP

EIN

46-4032722all filings

Address

125 HIGH STREET · SUITE 2114 · BOSTON, MA · 02110

Phone

(617) 737-3100

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