Original filing (PDF)20250925092414NAL0007492641001

KELLY GARRETT KUCERA, PLLC

Name: KELLY GARRETT KUCERA, PLLC — KELLY GARRETT KUCERA 401(K) PLAN, Form 5500 (2024)
Creator: KELLY GARRETT KUCERA, PLLC

Form 5500-SF

FILING_RECEIVED

KELLY GARRETT KUCERA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KELLY GARRETT KUCERA, PLLC

EIN

83-4337283all filings

Address

101 W. GOODWIN · SUITE 302 · VICTORIA, TX · 77901

Phone

(361) 576-0145

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