How big is Kellman & Co LLC's plan?

Kellman & Co LLC's plan reported $252K in assets and 13 participants for 2024.

Original filing (PDF)20250516070900NAL0015301491001

Kellman & Co LLC

Name: Kellman & Co LLC — Kellman & Co LLC 401(k) Profit, Form 5500 (2024)
Creator: Kellman & Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kellman & Co LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kellman & Co LLC's Kellman & Co LLC 401(k) Profit Sharing Plan & Trust held $252K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

People on this filing

Edward Rojas signed Kellman & Co LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Kellman & Co LLC's EIN is 82-2116610.

EIN 82-2116610

Plan number 001

Plan year 2024

ACK ID 20250516070900NAL0015301491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kellman & Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kellman & Co 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 KELLMAN & CO 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

Knocking points off