How big is Kaiteris & Kavanagh PLLC's plan?

Kaiteris & Kavanagh PLLC's plan reported $739K in assets and 3 participants for 2024.

Original filing (PDF)20251008115519NAL0009352112001

Kaiteris & Kavanagh PLLC

Name: Kaiteris & Kavanagh PLLC — Kaiteris & Kavanagh PLLC, Form 5500 (2024)
Creator: Kaiteris & Kavanagh PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaiteris & Kavanagh PLLC Cash Balance Plan

Defined-benefit pension plan · Kaiteris & Kavanagh PLLC's Kaiteris & Kavanagh PLLC Cash Balance Plan held $739K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$739K

Net assets (EOY)

$739K

People on this filing

Shelby Pierce signed Kaiteris & Kavanagh PLLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kaiteris & Kavanagh PLLC's EIN is 81-4388027.

EIN 81-4388027

Plan number 002

Plan year 2024

ACK ID 20251008115519NAL0009352112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kaiteris & Kavanagh PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kaiteris & Kavanagh PLLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAITERIS & KAVANAGH PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score