How big is Keefe Singiser Partners' plan?

Keefe Singiser Partners' plan reported $597K in assets and 3 participants for 2024.

Original filing (PDF)20250415221013NAL0004129937084

Keefe Singiser Partners

Name: Keefe Singiser Partners — Keefe Singiser Partners, Form 5500 (2024)
Creator: Keefe Singiser Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keefe Singiser Partners 401(k) Plan

401(k) retirement plan · Keefe Singiser Partners' Keefe Singiser Partners 401(k) Plan held $597K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

People on this filing

QIAN LIU signed Keefe Singiser Partners' 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Keefe Singiser Partners' EIN is 82-3539883.

EIN 82-3539883

Plan number 001

Plan year 2024

ACK ID 20250415221013NAL0004129937084

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keefe Singiser Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keefe Singiser Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEEFE SINGISER PARTNERS.

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

KEEFE SINGISER PARTNERS

EIN

all filings

Address

4416 CHESAPEAKE ST NW · WASHINGTON, DC · 200164467

Phone

(202) 297-0238

Industry

Professional & Technical Services

Plan administrator