Original filing (PDF)20250530152050NAL0005325411001

KEARNEY FREEMAN FOGARTY & JOSHI PLLC

Name: KEARNEY FREEMAN FOGARTY & JOSHI PLLC — KEARNEY, FREEMAN, FOGARTY AND JOSHI PLLC 401(K) PLAN, Form 5500 (2024)
Creator: KEARNEY FREEMAN FOGARTY & JOSHI PLLC

Form 5500-SF

FILING_RECEIVED

KEARNEY, FREEMAN, FOGARTY AND JOSHI PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 KEARNEY FREEMAN FOGARTY & JOSHI PLLC.

Plan sponsor

Name

KEARNEY FREEMAN FOGARTY & JOSHI PLLC

EIN

56-2506448

Address

4085 CHAIN BRIDGE RD STE 500 · FAIRFAX, VA · 220304111

Phone

(703) 691-8333

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-05-30

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

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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