What public Form 5500 filings show about the Kelley Insurance Agency & Financial 401(k) plan — and how to find and check your own account.
Kelley Insurance Agency & Financial (EIN 91-1321630) reports KELLEY INSURANCE 401K PLAN on its most recent Form 5500, with $2.5M in plan assets across 18 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 Kelley Insurance Agency & Financial filing — schedules, fees, and providers.
Kelley Insurance Agency & Financial’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 Kelley Insurance Agency & FinancialHR for the recordkeeper’s name and login.
