Kelley Companies Retirement Plan
Sponsored by Kelley Brothers Contractors, Inc. · EIN 640502135 · Plan #333
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 180
- With balances
- 145
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creativeone Securities, Llc CRD 152974 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,566 |
| Creativeone Securities, Llc | Investment advisory (plan), Direct payment from the plan | $14,018 |