· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLER, KELLER, & CARACUZZO, P.A. — KELLER, KELLER AND CARACUZZO 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711141843NAL0009707472001
KELLER, KELLER, & CARACUZZO, P.A.
Form 5500-SF
FILING_RECEIVED
KELLER, KELLER AND CARACUZZO 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
21
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KELLER, KELLER, & CARACUZZO, P.A.
.
Find decision makers
Plan sponsor
Name
KELLER, KELLER, & CARACUZZO, P.A.
EIN
65-1212745
Address
224 DATURA STREET, SUITE 1205 · WEST PALM BEACH, FL · 33401
Phone
(561) 655-3133
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-11
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)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
S&D LAW
S&D LAW 401(K) PLAN
$3.2M · 9 participants
BARTH BALLENGER & LEWIS, LLP
BARTH BALLENGER & LEWIS, LLP 401(K) PLAN
$3.2M · 9 participants
GRAY, PANNELL & WOODWARD, LLP
GRAY, PANNELL & WOODWARD, LLP 401(K) PROFIT SHARING PLAN
$3.2M · 6 participants
YASI & YASI, P.C.
YASI & YASI, P.C. PROFIT SHARING PLAN
$3.2M · 9 participants
BYBEL RUTLEDGE LLP
BYBEL RUTLEDGE LLP SAVINGS PLAN
$3.2M · 10 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MILLER, CHRISTIE & KINNEY, P.C.
MILLER, CHRISTIE & KINNEY, PC 401(K) PS PLAN
$3.2M · 19 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
