Kelley Bean Co. Inc., Employee Stock Ownership Plan
Sponsored by Kelley Bean Co. Inc. · EIN 470356830 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 159
- With balances
- 185
Plan year beginning 07/01/2024 · Profit-sharing, Stock bonus, Partial participant-directed account
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 |
|---|---|---|
| Westwood | Trustee (institutional) | $80,452 |
| Benefit Plans, Inc. | Claims processing | $10,000 |