KALEY GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the KALEY GROUP, INC. 401(k) plan — and how to find and check your own account.
The KALEY GROUP, INC. 401(k) on its latest Form 5500
KALEY GROUP, INC. (EIN 55-0754089) reports KALEY GROUP, INC./KRSM INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $17.9M in plan assets across 149 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full KALEY GROUP, INC. filing — schedules, fees, and providers.
Who runs the KALEY GROUP, INC. 401(k)?
KALEY GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask KALEY GROUP, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PERRY & ASSOCIATES CPAS A C, RAYMOND JAMES & ASSOCIATES, METRO BENEFITS.
How to check your KALEY GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KALEY GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).