Kelly Automotive Group 401(k) Retirement Plan & Trust
Sponsored by Kelly Automotive Group · EIN 043317401 · Plan #003
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 347
- With balances
- 256
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $10,792 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $10,792 |
| Lincoln Financial Advisors | Recordkeeping, Trustee (institutional), Other services | $8,613 |
| Lincoln Financial Advisors | Recordkeeping, Trustee (institutional), Other services | $8,613 |