Kelley Bros. Salary Savings Plan
Sponsored by Kelley Bros. Llc · EIN 150511382 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 309
- With balances
- 301
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| James P. Reagan Agency, Inc. | Investment advisory (plan), Investment management, Other services | $83,085 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $17,267 |