· 2022–2024 · DOL EFAST2

KELI House Community Services, — 403(b) Thrift Plan, Form 5500 (2024)

Original filing (PDF)20260121143636NAL0004767616001

KELI House Community Services,

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan of KELI House Community Services, Inc.

403(b) retirement plan · KELI House Community Services,'s 403(b) Thrift Plan of KELI House Community Services, Inc. held $288K in plan assets for 57 participants in 2024.

Signals · 1

Late filing · 2.2 mo

Active participants

57

Accounts w/ balance

41

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

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

Compliance & integrity

91

Total plan cost

n/a

Plan health

40

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELI HOUSE COMMUNITY SERVICES,.

Plan sponsor

Name

KELI HOUSE COMMUNITY SERVICES,

EIN

81-0680293all filings

Address

184 ROUTE 216 · STORMVILLE, NY · 125825013

Phone

(845) 226-1246

Industry

Health Care & Social Assistance

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

Sabinas House LLC

Sabinas House LLC 401(k) Profit Sharing Plan & Trust

$289K · 13 participants

Work Activity Center

Work Activity Center 403(b) Plan

$287K · 52 participants

Heart of Oregon Corps

Heart of Oregon Corps 401(k) Plan

$287K · 19 participants

The Center for Advocacy Research and Education of Connecticut, Inc.

Care of Connecticut 401(k) Plan

$287K · 1 participants

Riverview Industries, Inc.

Riverview Industries, Inc. 403(b) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.