How big is Kercsmar & O'HARA PLLC's plan?

Kercsmar & O'HARA PLLC's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20251008163210NAL0003431731001

Kercsmar & O'HARA PLLC

Name: Kercsmar & O'HARA PLLC — Kercsmar & O'HARA PLLC, Form 5500 (2024)
Creator: Kercsmar & O'HARA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kercsmar & O'HARA PLLC 401(k) Plan

401(k) retirement plan · Kercsmar & O'HARA PLLC's Kercsmar & O'HARA PLLC 401(k) Plan held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Geoffrey Kercsmar signed Kercsmar & O'HARA PLLC's 2024 Form 5500 as plan administrator.

Geoffrey Kercsmar — 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

Kercsmar & O'HARA PLLC's EIN is 92-3766852.

EIN 92-3766852

Plan number 001

Plan year 2024

ACK ID 20251008163210NAL0003431731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kercsmar & O'HARA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kercsmar & O'HARA PLLC'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 KERCSMAR & O'HARA PLLC.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

KERCSMAR & O'HARA PLLC

EIN

all filings

Address

7150 E CAMELBACK RD STE 285 · SCOTTSDALE, AZ · 852511225

Phone

(480) 990-6216

Industry

Law Offices· Professional & Technical Services

Plan administrator