What public Form 5500 filings show about the Kelly & Grossman LLP 401(k) plan — and how to find and check your own account.
Kelly & Grossman LLP (EIN 20-2462538) reports KELLY & GROSSMAN LLP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $625K in plan assets across 14 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 & Grossman LLP filing — schedules, fees, and providers.
Kelly & Grossman LLP’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 Kelly & Grossman LLPHR for the recordkeeper’s name and login.
