How big is Rizzo & Kelley, PLLC's plan?

Rizzo & Kelley, PLLC's plan reported $641K in assets and 7 participants for 2024.

Original filing (PDF)20250508115703NAL0019092368001

Rizzo & Kelley, PLLC

Name: Rizzo & Kelley, PLLC — Rizzo & Kelley 401(k), Form 5500 (2024)
Creator: Rizzo & Kelley, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rizzo & Kelley 401(k) Matching Safe Harbor Plan

401(k) retirement plan · Rizzo & Kelley, PLLC's Rizzo & Kelley 401(k) Matching Safe Harbor Plan held $641K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

People on this filing

James P. Kelley signed Rizzo & Kelley, PLLC's 2024 Form 5500 as plan administrator.

James P. Kelley — 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

Rizzo & Kelley, PLLC's EIN is 82-1948842.

EIN 82-1948842

Plan number 001

Plan year 2024

ACK ID 20250508115703NAL0019092368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rizzo & Kelley, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIZZO & KELLEY, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score