How big is KEEL Financial Partners, LLC.'s plan?

KEEL Financial Partners, LLC.'s plan reported $272K in assets and 4 participants for 2025.

Original filing (PDF)20260427221221NAL0020275090064

KEEL Financial Partners, LLC.

Name: KEEL Financial Partners, LLC. — KEEL Financial, Form 5500 (2025)
Creator: KEEL Financial Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KEEL Financial Partners 401(k) Plan

401(k) retirement plan · KEEL Financial Partners, LLC.'s KEEL Financial Partners 401(k) Plan held $272K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Elantha Barry signed KEEL Financial Partners, LLC.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

KEEL Financial Partners, LLC.'s EIN is 88-3591359.

EIN 88-3591359

Plan number 001

Plan year 2025

ACK ID 20260427221221NAL0020275090064

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KEEL Financial Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KEEL Financial Partners, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEEL FINANCIAL PARTNERS, LLC..

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