How big is KERI Engineering PC's plan?

KERI Engineering PC's plan reported $893K in assets and 18 participants for 2024.

Original filing (PDF)20250913050735NAL0001819297001

KERI Engineering PC

Name: KERI Engineering PC — Form 5500 (2024)
Creator: KERI Engineering PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KERI Engineering PC

401(k) retirement plan · KERI Engineering PC held $893K in plan assets for 18 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$893K

Net assets (EOY)

$893K

People on this filing

Mitul Patel signed KERI Engineering PC's 2024 Form 5500 as plan administrator.

Mitul Patel — 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

KERI Engineering PC's EIN is 47-1683899.

EIN 47-1683899

Plan number 001

Plan year 2024

ACK ID 20250913050735NAL0001819297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KERI Engineering PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KERI Engineering PC'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 KERI ENGINEERING PC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

KERI ENGINEERING PC

EIN

all filings

Address

140 MOUNTAIN AVE · SUITE 303 · SPRINGFIELD, NJ · 07081

Phone

(973) 866-5374

Industry

Engineering Services· Professional & Technical Services

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

2025-09-13

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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