How big is Kelleher + Holland, LLC's plan?

Kelleher + Holland, LLC's plan reported $3.7M in assets and 51 participants for 2024.

Original filing (PDF)20250819185623NAL0004900866001

Kelleher + Holland, LLC

Name: Kelleher + Holland, LLC — Kelleher + Holland Group, Form 5500 (2024)
Creator: Kelleher + Holland, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelleher + Holland Group 401(k) Plan

401(k) retirement plan · Kelleher + Holland, LLC's Kelleher + Holland Group 401(k) Plan held $3.7M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

JILL Galante signed Kelleher + Holland, LLC's 2024 Form 5500 as plan administrator.

JILL Galante — 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

Kelleher + Holland, LLC's EIN is 85-2363788.

EIN 85-2363788

Plan number 001

Plan year 2024

ACK ID 20250819185623NAL0004900866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelleher + Holland, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelleher + Holland, LLC'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 KELLEHER + HOLLAND, LLC.

Finding similar companies…

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