How big is TARA Kelleher Team's plan?

TARA Kelleher Team's plan reported $32K in assets and 2 participants for 2024.

Original filing (PDF)20250618135932NAL0006379282001

TARA Kelleher Team

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

Form 5500-SF

FILING_RECEIVED

TARA Kelleher Team 401(k) Plan

401(k) retirement plan · TARA Kelleher Team's TARA Kelleher Team 401(k) Plan held $32K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

TARA Kelleher signed TARA Kelleher Team's 2024 Form 5500 as plan administrator.

TARA Kelleher — 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

TARA Kelleher Team's EIN is 87-4536021.

EIN 87-4536021

Plan number 001

Plan year 2024

ACK ID 20250618135932NAL0006379282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TARA Kelleher Team's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARA KELLEHER TEAM.

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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

Knocking points off