Kelley Construction, Inc 401(k) Profit Sharing Plan
Sponsored by Kelley Construction, Inc · EIN 610928594 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 122
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $44,819 |
| Raymond James & Assoc | Investment advisory (participants) | $36,971 |