How big is KEEP Financials, LLC's plan?

KEEP Financials, LLC's plan reported $228K in assets and 13 participants for 2024.

Original filing (PDF)20250714140341NAL0001128817001

KEEP Financials, LLC

Name: KEEP Financials, LLC — KEEP Financials, LLC 401(k), Form 5500 (2024)
Creator: KEEP Financials, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEP Financials, LLC 401(k) Plan

401(k) retirement plan · KEEP Financials, LLC's KEEP Financials, LLC 401(k) Plan held $228K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

Plan identifiers

KEEP Financials, LLC's EIN is 81-1152924.

EIN 81-1152924

Plan number 001

Plan year 2024

ACK ID 20250714140341NAL0001128817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEEP Financials, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEEP Financials, LLC'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 KEEP FINANCIALS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KEEP FINANCIALS, LLC

EIN

all filings

Address

1201 DUBLIN ROAD · SUITE 605 · COLUMBUS, OH · 43215

Phone

(614) 300-6009

Industry

Professional & Technical Services

Plan administrator