How big is Kelley & Canterbury, LLC's plan?

Kelley & Canterbury, LLC's plan reported $847K in assets and 4 participants for 2024.

Original filing (PDF)20250924212502NAL0009066800001

Kelley & Canterbury, LLC

Name: Kelley & Canterbury, LLC — Kelley & Canterbury, Form 5500 (2024)
Creator: Kelley & Canterbury, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley & Canterbury 401(k) Plan

401(k) retirement plan · Kelley & Canterbury, LLC's Kelley & Canterbury 401(k) Plan held $847K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

People on this filing

Christopher Canterbury signed Kelley & Canterbury, LLC's 2024 Form 5500 as plan administrator.

Christopher Canterbury — 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

Kelley & Canterbury, LLC's EIN is 92-0159079.

EIN 92-0159079

Plan number 001

Plan year 2024

ACK ID 20250924212502NAL0009066800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelley & Canterbury, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley & Canterbury, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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