· 2022–2024 · DOL EFAST2

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC — KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250408150049NAL0030041744001

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

EIN

47-2283933

Address

485 METRO PLACE SOUTH · SUITE 100 · DUBLIN, OH · 43017

Phone

(614) 791-4123

Industry

Finance & Insurancesee 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

2025-04-08

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

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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