AUMdb

Kelly Retirement Savings Plan

Sponsored by Kelly Services, Inc · EIN 381510762 · Plan #004

Total assets
$343M
Net assets
$343M
Active participants
142,508
With balances
9,478

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $515,722
Phoenix Innovate Direct payment from the plan $132,095
Captrust Direct payment from the plan, Consulting fees $42,500
Thompson Hine Direct payment from the plan $35,356
Plante & Moran, Pllc Accounting, Direct payment from the plan $33,325