What public Form 5500 filings show about the Kevin G Kelly MD 401(k) plan — and how to find and check your own account.
Kevin G Kelly MD (EIN 63-0756716) reports KEVIN G KELLY MD CROSS-TESTED 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $5.3M in plan assets across 18 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 Kevin G Kelly MD filing — schedules, fees, and providers.
Kevin G Kelly MD’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 Kevin G Kelly MDHR for the recordkeeper’s name and login.
