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Original filing (PDF)20251015160347NAL0010191042001
KEARNEY & COMPANY, P.C.
Form 5500
FILING_RECEIVED
KEARNEY & COMPANY ADDED BENEFITS PLAN
Health & welfare plan
Signals · 3
~1426 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,058
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 1426 bps in Schedule C fees — 2643% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEARNEY & COMPANY, P.C..
Plan sponsor
Name
KEARNEY & COMPANY, P.C.
EIN
54-1603527
Address
1701 DUKE STREET SUITE 500 · ALEXANDRIA, VA · 22314
Phone
(703) 931-5600
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
COUNCILOR, BUCHANAN & MITCHELL, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $109K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST ADMINISTRATORS | — | BALTIMORE, MD | ADMIN | $289K | — |
| CIGNA HEALTH & LIFE INSURANCE | 59-1031071 | — | ADMIN | $50K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $33K | — |
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | — | ADMIN | $28K | — |
| COMPSYCH | 35-3739783 | — | ADMIN | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.