Kelly & Associates Insurance Group, Inc. 401 K Plan
Sponsored by Kelly & Associates Insurance Group, Inc. · EIN 521066374 · Plan #001
- Total assets
- $68.2M
- Net assets
- $68.2M
- Active participants
- 559
- With balances
- 541
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Newedge Advisors, Llc CRD 171351 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Investment advisory (plan), Direct payment from the plan | $109,533 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Direct payment from the plan | $13,975 |
| Ellin & Tucker | Accounting, Direct payment from the plan | $9,766 |
| New Edge Advisors | Investment advisory (plan), Direct payment from the plan | $8,189 |
| Columbia Benefits Consultants Inc | Other services, Other fees, Contract administrator | $250 |