How big is Kennedy Counseling's plan?

Kennedy Counseling's plan reported $369K in assets and 4 participants for 2024.

Original filing (PDF)20250708104352NAL0010794402001

Kennedy Counseling

Name: Kennedy Counseling — Kennedy Counseling 401(k) Plan, Form 5500 (2024)
Creator: Kennedy Counseling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennedy Counseling 401(k) Plan

401(k) retirement plan · Kennedy Counseling's Kennedy Counseling 401(k) Plan held $369K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

People on this filing

Michelle Kennedy signed Kennedy Counseling's 2024 Form 5500 as plan administrator.

Michelle Kennedy — 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

Kennedy Counseling's EIN is 85-0764746.

EIN 85-0764746

Plan number 001

Plan year 2024

ACK ID 20250708104352NAL0010794402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kennedy Counseling'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 KENNEDY COUNSELING.

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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