AUMdb

Kelly Mitchell Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Kelly Mitchell Group, Inc. · EIN 431810274 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
567
With balances
309

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $34,680
Moneta Group Llc Investment advisory (plan), Direct payment from the plan, Other fees $25,365