Original filing (PDF)20250701110412NAL0012076753001

RUSSO & KELTY LLC

Name: RUSSO & KELTY LLC — MAMA JULIANNE'S 401K AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RUSSO & KELTY LLC

Form 5500-SF

FILING_RECEIVED

MAMA JULIANNE'S 401K AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RUSSO & KELTY LLC.

Plan sponsor

Name

RUSSO & KELTY LLC

EIN

84-2129623

Address

10913 PROSPECT RD · STRONGSVILLE, OH · 44149

Phone

(440) 238-2028

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

PPDA INC

PPDA INC 401(K) PROFIT SHARING PLAN & TRUST

$23K · 5 participants

MAZZONE PASTA, LLC

MAZZONE PASTA, LCC 401(K) PLAN

$23K · 46 participants

CHEF ROBS CARIBBEAN CAFE

CHEF ROB'S CARIBBEAN CAFE, LLC 401(K) PLAN

$23K · 2 participants

CHARLES R STUTHARD

CHARLES R STUTHARD 401K PLAN

$23K · 12 participants

THE LOCAL PUB & GRILL, INC.

THE LOCAL PUB & GRILL 401(K) PLAN

$23K · 48 participants