Original filing (PDF)20250711113106NAL0009505376001

TRACIE L KELLER LPCC LLC

Name: TRACIE L KELLER LPCC LLC — TRACIE L KELLER LPCC LLC 401(K) PLAN, Form 5500 (2024)
Creator: TRACIE L KELLER LPCC LLC

Form 5500-SF

FILING_RECEIVED

TRACIE L KELLER LPCC LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan health score

Above-average plan

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.

Decision-maker contacts

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

Plan sponsor

Name

TRACIE L KELLER LPCC LLC

EIN

46-4081435

Address

3380 TREMONT ROAD · SUITE 280 · COLUMBUS, OH · 43221

Phone

(614) 822-7819

Industry

Health Care & Social Assistancesee 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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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HEARTWORK PSYCHOLOGY A PSYCHOL

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