How big is KEEN Advisory Group, Inc.'s plan?

KEEN Advisory Group, Inc.'s plan reported $408K in assets and 19 participants for 2024.

Original filing (PDF)20250626084115NAL0008399553001

KEEN Advisory Group, Inc.

Name: KEEN Advisory Group, Inc. — KEEN Advisory Group, Form 5500 (2024)
Creator: KEEN Advisory Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEN Advisory Group 401(k) Plan

401(k) retirement plan · KEEN Advisory Group, Inc.'s KEEN Advisory Group 401(k) Plan held $408K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Laurie Allen signed KEEN Advisory Group, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

KEEN Advisory Group, Inc.'s EIN is 84-3463838.

EIN 84-3463838

Plan number 001

Plan year 2024

ACK ID 20250626084115NAL0008399553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KEEN Advisory Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KEEN Advisory Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEEN ADVISORY GROUP, INC..

Finding similar companies…

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