Original filing (PDF)20251007172240NAL0005114449001

KEKER, VAN NEST & PETERS LLP

Name: KEKER, VAN NEST & PETERS LLP — KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: KEKER, VAN NEST & PETERS LLP

Form 5500

FILING_RECEIVED

KEKER, VAN NEST & PETERS LLP RETIREMENT PLAN

401(k) retirement plan

Signals · 2

High average account balance6 service providers

Active participants

144

Accounts w/ balance

196

Plan assets (EOY)

$118.5M

Net assets (EOY)

$118.5M

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEKER, VAN NEST & PETERS LLP.

Plan sponsor

Name

KEKER, VAN NEST & PETERS LLP

EIN

94-2789810

Address

633 BATTERY STREET · SAN FRANCISCO, CA · 94111

Phone

(415) 391-5400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARIN FINANCIAL ADVISORS	38-3718954	—	NONE	$104K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CERITY PARTNERS LLC	27-1180831	—	NONE	$117K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.