What public Form 5500 filings show about the Kelley Trucking Inc. 401(k) plan — and how to find and check your own account.
Kelley Trucking Inc. (EIN 84-0840340) reports KELLEY TRUCKING INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $19.6M in plan assets across 147 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 Trucking Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kelley Trucking Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUNTER BENEFITS CONSULTING GROUP, FULL FINANCIAL, FINANCIAL COUNSELING ASSOCIATES IN.
