Original filing (PDF)20250918114400NAL0001304593001

SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH

Name: SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH — FRESCA KELLER WEALTH 401(K) PLAN, Form 5500 (2024)
Creator: SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH

Form 5500-SF

FILING_RECEIVED

FRESCA KELLER WEALTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH.

Plan sponsor

Name

SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH

EIN

99-3511964all filings

Address

3225 SUMMIT SQUARE PLACE · LEXINGTON, KY · 40509

Phone

(859) 963-1503

Industry

Finance & Insurancesee all

Plan administrator