Back to filter
Original filing (PDF)20250613120148NAL0017546481001
KELLERHALS, FERGUSON, KROBLIN, PLLC
Form 5500-SF
FILING_RECEIVED
KFK 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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 KELLERHALS, FERGUSON, KROBLIN, PLLC.
Plan sponsor
Name
KELLERHALS, FERGUSON, KROBLIN, PLLC
EIN
66-0784850
Address
9053 ESTATE THOMAS SUITE 101 · ROYAL PALMS PROFESSIONAL BLDG · ST THOMAS, VI · 00802
Phone
(340) 201-0955
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Law Offices plans
KENNETH M. HANELINE, LLC
THE KENNETH M. HANELINE, LLC 401(K) PLAN
$1.6M · 3 participants
RLG LLP
RLG LLP CASH BALANCE PLAN
$1.6M · 8 participants
REIDGOODWIN, PLLC
REID GOODWIN, PLLC 401(K) PLAN
$1.6M · 10 participants
BRYAN NELSON SCHROEDER CASTIGLIOLA & BANAHAN, PLLC
BRYAN NELSON SCHROEDER CASTIGLIOLA & BANAHAN 401(K) PLAN
$1.6M · 12 participants
REDGRAVE & ROSENTHAL LLP
REDGRAVE & ROSENTHAL LLP 401(K) SAVINGS AND PROFIT SHARING PLAN
$1.6M · 18 participants
VOORN, JAWORSKI, & PRESTON, PLLC
VJP 401(K) PLAN
$1.6M · 11 participants
Large plans in U.S. Virgin Islands
DTR HOLDINGS, LLC
VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES
$38.5M · 74 participants
DTR HOLDINGS, LLC
ICC CONSOLIDATED PENSION PLAN
$22.1M · 20 participants
LIMETREE BAY TERMINALS, LLC
LIMETREE BAY TERMINALS, LLC 401(K) PLAN
$19.4M · 151 participants
ANTILLES SCHOOL, INC.
ANTILLES SCHOOL 403(B) PLAN
$15.6M · 46 participants
DUDLEY NEWMAN FEUERZEIG LLP
DUDLEY NEWMAN FEUERZEIG LLP 401(K) PLAN
$9.4M · 40 participants
ICMC, LLLP
INTERNATIONAL CAPITAL 401K PLAN
$9.0M · 16 participants