Original filing (PDF)20251015030214NAL0001882819001

KELLER & OWENS, LLC

Name: KELLER & OWENS, LLC — KELLER & OWENS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KELLER & OWENS, LLC

Form 5500-SF

FILING_RECEIVED

KELLER & OWENS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLER & OWENS, LLC.

Plan sponsor

Name

KELLER & OWENS, LLC

EIN

48-1195228

Address

10955 LOWELL, SUITE 800 · OVERLAND PARK, KS · 66210

Phone

(913) 338-3500

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

VON HARTEN & COMPANY, INC. PS

VON HARTEN & COMPANY, INC. PS 401(K) PLAN

$6.2M · 5 participants

OSBORNE & COMPANY, P.C.

OSBORNE & COMPANY, P.C. 401K PROFIT SHARING PLAN

$6.2M · 6 participants

GISH SEIDEN, LLP

GISH SEIDEN, LLP 401(K) PLAN

$6.2M · 40 participants

KELLY PARTNERS (FRS) LLC

KELLY PARTNERS (FRS) LLC 401(K) PROFIT SHARING PLAN

$6.2M · 40 participants

HAMMERMAN, GRAF, HUGHES & CO., INC

HAMMERMAN, GRAF, HUGHES & COMPANY PS PLAN