What public Form 5500 filings show about the Kelly Services, Inc. 401(k) plan — and how to find and check your own account.
Kelly Services, Inc. (EIN 38-1510762) reports KELLY RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $612.9M in plan assets across 145,548 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 Services, 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kelly Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PLANTE & MORAN, CAPTRUST, THOMPSON HINE, PHOENIX INNOVATE.