Original filing (PDF)20260121143636NAL0004767616001

KELI HOUSE COMMUNITY SERVICES,

Name: KELI HOUSE COMMUNITY SERVICES, — 403(B) THRIFT PLAN OF KELI HOUSE COMMUNITY SERVICES, INC., Form 5500 (2024)
Creator: KELI HOUSE COMMUNITY SERVICES,

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF KELI HOUSE COMMUNITY SERVICES, INC.

403(b) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELI HOUSE COMMUNITY SERVICES,.

Plan sponsor

Name

KELI HOUSE COMMUNITY SERVICES,

EIN

81-0680293

Address

184 ROUTE 216 · STORMVILLE, NY · 125825013

Phone

(845) 226-1246

Industry

Health Care & Social Assistancesee 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

2026-01-21

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

NORTH AMERICAN LTC, LLC

NORTH AMERICAN LTC 401(K) PLAN

$288K · 18 participants

WORK ACTIVITY CENTER

WORK ACTIVITY CENTER 403(B) PLAN

$287K · 52 participants

THE CENTER FOR ADVOCACY RESEARCH AND EDUCATION OF CONNECTICUT, INC.

CARE OF CONNECTICUT 401(K) PLAN

$287K · 1 participants

STRATEGIC CONCEPTS IN ORGANIZING & POLICY EDUCATION

SCOPE 401(K) PROFIT SHARING PLAN

$286K · 16 participants

RIVERVIEW INDUSTRIES, INC.

RIVERVIEW INDUSTRIES, INC. 403(B) PLAN