Original filing (PDF)20260201201836NAL0000917827001

MCKELVEY & ASSOCIATES, INC.

Name: MCKELVEY & ASSOCIATES, INC. — DMMA 401K, Form 5500 (2024)
Creator: MCKELVEY & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DMMA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

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 MCKELVEY & ASSOCIATES, INC..

Plan sponsor

Name

MCKELVEY & ASSOCIATES, INC.

EIN

93-3462489

Address

4051 BIGHORN RD UNIT 11I · VAIL, CO · 816574779

Phone

(970) 949-1015

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-01

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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