How big is Keller, Keller, & Caracuzzo, P.A.'s plan?

Keller, Keller, & Caracuzzo, P.A.'s plan reported $3.6M in assets and 20 participants for 2025.

Original filing (PDF)20260414142417NAL0015980673001

Keller, Keller, & Caracuzzo, P.A.

Name: Keller, Keller, & Caracuzzo, P.A. — Keller, Keller, Form 5500 (2025)
Creator: Keller, Keller, & Caracuzzo, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller, Keller and Caracuzzo 401(k) Plan

401(k) retirement plan · Keller, Keller, & Caracuzzo, P.A.'s Keller, Keller and Caracuzzo 401(k) Plan held $3.6M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Keller, Keller, & Caracuzzo, P.A.'s EIN is 65-1212745.

EIN 65-1212745

Plan number 001

Plan year 2025

ACK ID 20260414142417NAL0015980673001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Keller, Keller, & Caracuzzo, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Keller, Keller, & Caracuzzo, 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 KELLER, KELLER, & CARACUZZO, P.A..

Finding similar companies…

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score