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Original filing (PDF)20250709130010NAL0005708529002

KEECH GROUP LLC

Form 5500-SF
FILING_RECEIVED
KNOT PLANNING INC EMPLOYEES' 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEECH GROUP LLC.
Plan sponsor
Name
KEECH GROUP LLC
EIN
56-1945520
Address
941 SWAN POINT REEF RD · WASHINGTON, NC · 27889
Phone
(252) 946-5352
Industry
All Other Professional Services· 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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