Original filing (PDF)20250724102606NAL0002382835001

SHAY, SANTEE, KELHART & DESCHLER LLC

Name: SHAY, SANTEE, KELHART & DESCHLER LLC — SHAY, SANTEE, KELHART & DESCHLER PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: SHAY, SANTEE, KELHART & DESCHLER LLC

Form 5500-SF

FILING_RECEIVED

SHAY, SANTEE, KELHART & DESCHLER PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAY, SANTEE, KELHART & DESCHLER LLC.

Plan sponsor

Name

SHAY, SANTEE, KELHART & DESCHLER LLC

EIN

87-1431342

Address

44 EAST BROAD STREET, SUITE 210 · BETHLEHEM, PA · 18018

Phone

(610) 691-7000

Industry

Law Offices· Professional & Technical 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

2025-07-24

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JOY & YOUNG, LLP

JOY & YOUNG, LLP 401(K) PROFIT SHARING PLAN

$1.9M · 4 participants

LAW OFFICES OF LEE & ASSOCIATES, P.C.

LAW OFFICES OF LEE & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$1.9M · 10 participants

THE WOLF LAW GROUP, P.C.

THE WOLF LAW GROUP, P.C. 401(K) PLAN

$1.9M · 9 participants

COLETTE K. MEYER, P.A.

COLETTE K. MEYER, P.A. 401K PLAN

$1.9M · 3 participants

GALLUP AUERBACH LLC

GALLUP AUERBACH LLC 401(K) PLAN

$1.9M · 4 participants