How big is Kelley Kronenberg, P.A.'s plan?

Kelley Kronenberg, P.A.'s plan reported $20.1M in assets and 413 participants for 2024.

Original filing (PDF)20251009144855NAL0003672531001

Kelley Kronenberg, P.A.

Name: Kelley Kronenberg, P.A. — Kelley Kronenberg 401(k), Form 5500 (2024)
Creator: Kelley Kronenberg, P.A.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kelley Kronenberg 401(k) Profit Sharing Plan

401(k) retirement plan · Kelley Kronenberg, P.A.'s Kelley Kronenberg 401(k) Profit Sharing Plan held $20.1M in plan assets for 413 participants in 2024, with Empower as recordkeeper.

Active participants

413

Accounts w/ balance

308

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan identifiers

Kelley Kronenberg, P.A.'s EIN is 65-0378773.

EIN 65-0378773

Plan number 003

Plan year 2024

ACK ID 20251009144855NAL0003672531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelley Kronenberg, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley Kronenberg, P.A.'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 KELLEY KRONENBERG, P.A..

Finding similar companies…

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

KELLEY KRONENBERG, P.A.

EIN

all filings

Address

PO BOX 15730 · FORT LAUDERDALE, FL · 33324

Phone

(954) 370-9970

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$72K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

41 direct securities· $19.7M(98% of reported assets)

Other securities

$11.7M

19 holdings

Mutual Funds

$6.1M

18 holdings

Guaranteed Income / GIC

$930K

1 holding

Common Collective Trusts

$698K

2 holdings

Bonds / Notes

$214K

1 holding

					% of plan
s * MassMutual Select MassMutual Select Trp Retirement 2030 I	Mutual Funds	—	—	$3.6M	18.1%
MassMutual Select MassMutual Select Trp Retirement 2035 I	Other securities	—	—	$3.0M	14.8%
MassMutual Select MassMutual Select Trp Retirement 2040 I	Other securities	—	—	$1.7M	8.5%
MassMutual Select MassMutual Select Trp Retirement 2045 I	Other securities	—	—	$1.5M	7.4%
MassMutual Select MassMutual Select Trp Retirement 2050 I	Other securities	—	—	$1.5M	7.3%
MassMutual Select MassMutual Select Trp Retirement 2055 I	Other securities	—	—	$1.2M	6.0%
* MassMutual Guaranteed Interest Account	Guaranteed Income / GIC	—	—	$930K	4.6%
JP Morgan JP Morgan Us Equity R6	Other securities	—	—	$721K	3.6%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$702K	3.5%
JP Morgan JP Morgan Large Cap Growth R6	Other securities	—	—	$645K	3.2%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$488K	2.4%
MassMutual Select MassMutual Select Trp Retirement 2015 I	Other securities	—	—	$470K	2.3%
MassMutual Select MassMutual Select Trp Retirement 2025 I	Other securities	—	—	$335K	1.7%
Putnam Large Cap Value R6	Mutual Funds	—	—	$323K	1.6%
MassMutual Select MassMutual Select Trp Retirement 2060 I	Other securities	—	—	$305K	1.5%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$283K	1.4%
Janus Henderson Janus Henderson Global Tech Innovation I	Mutual Funds	—	—	$222K	1.1%
American Funds American Funds Capital World Bond R6	Mutual Funds	—	—	$218K	1.1%
Participant Loans 4.25% to 9.50% -	Bonds / Notes	—	—	$214K	1.1%
Vanguard Mid-Cap Index Fund - Admiral	Common Collective Trusts	—	—	$210K	1.0%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$181K	0.9%
John Hancock Jhancock Disciplined Value Intl R6	Other securities	—	—	$99K	0.5%
Invesco Oppenheimer Int'l Growth R6	Mutual Funds	—	—	$86K	0.4%
Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$85K	0.4%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$85K	0.4%
MassMutual Select MassMutual Select Trp Retirement 2020 I	Other securities	—	—	$75K	0.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$72K	0.4%
American Funds American Funds New World R6	Mutual Funds	—	—	$68K	0.3%
Fuller Thaler Funds Fullerthaler Behavioral Small Cap Grow R6	Other securities	—	—	$59K	0.3%
JP Morgan Undiscovered Mgrs Behavioral Value R6	Other securities	—	—	$54K	0.3%
MassMutual Premier MassMutual Small Cap Opportun I	Other securities	—	—	$53K	0.3%
Invesco Global Allocation R6	Mutual Funds	—	—	$50K	0.2%
Invesco Gold & Special Minerals R6	Mutual Funds	—	—	$38K	0.2%
MFS Mid Cap Value R6	Mutual Funds	—	—	$30K	0.1%
Blackrock Health Sciences Opps K	Other securities	—	—	$27K	0.1%
Pioneer Investments Pioneer Strategic Income K	Other securities	—	—	$24K	0.1%
PGIM Investments PGIM High-Yield R6	Other securities	—	—	$20K	<0.1%
Vanguard Materials Index Adm	Mutual Funds	—	—	$19K	<0.1%
Vanguard Utilities Index Adm	Mutual Funds	—	—	$11K	<0.1%
Davis Funds Davis Financial Y	Other securities	—	—	$7K	<0.1%
MFS Emerging Markets Debt R6	Mutual Funds	—	—	$2K	<0.1%