How big is Kehoe Financial Services, LLC's plan?

Kehoe Financial Services, LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250717094111NAL0000016883001

Kehoe Financial Services, LLC

Name: Kehoe Financial Services, LLC — Kehoe Financial, Form 5500 (2024)
Creator: Kehoe Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kehoe Financial Services 401(k) Plan

401(k) retirement plan · Kehoe Financial Services, LLC's Kehoe Financial Services 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Thomas Keller signed Kehoe Financial Services, LLC's 2024 Form 5500 as plan administrator.

Thomas Keller — 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

Kehoe Financial Services, LLC's EIN is 51-0431413.

EIN 51-0431413

Plan number 001

Plan year 2024

ACK ID 20250717094111NAL0000016883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kehoe Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kehoe Financial Services, LLC'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 KEHOE FINANCIAL SERVICES, LLC.

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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

Helping the score