What public Form 5500 filings show about the Kelly, Scott and Madison, Inc. 401(k) plan — and how to find and check your own account.
Kelly, Scott and Madison, Inc. (EIN 36-2586788) reports KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $22.9M in plan assets across 87 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, Scott and Madison, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kelly, Scott and Madison, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC WEALTH MANAGEMENT.