What public Form 5500 filings show about the Kelly & Associates Insurance Group, Inc. 401(k) plan — and how to find and check your own account.
Kelly & Associates Insurance Group, Inc. (EIN 52-1066374) reports KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN on its most recent Form 5500, with $68.2M in plan assets across 559 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 Kelly & Associates Insurance Group, 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 Kelly & Associates Insurance Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL -RPCP, NEW EDGE ADVISORS, ELLIN & TUCKER, COLUMBIA BENEFITS CONSULTANTS.
