How big is Keller & Owens, LLC's plan?

Keller & Owens, LLC's plan reported $6.2M in assets and 39 participants for 2024.

Original filing (PDF)20251015030214NAL0001882819001

Keller & Owens, LLC

Name: Keller & Owens, LLC — Keller & Owens, LLC 401(k), Form 5500 (2024)
Creator: Keller & Owens, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller & Owens, LLC 401(k) Plan

401(k) retirement plan · Keller & Owens, LLC's Keller & Owens, LLC 401(k) Plan held $6.2M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Gregory Owens, CPA signed Keller & Owens, LLC's 2024 Form 5500 as plan administrator.

Gregory Owens, CPA — 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

Keller & Owens, LLC's EIN is 48-1195228.

EIN 48-1195228

Plan number 001

Plan year 2024

ACK ID 20251015030214NAL0001882819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keller & Owens, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keller & Owens, LLC's plan includes profit-sharing, 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 KELLER & OWENS, LLC.

Finding similar companies…

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