Original filing (PDF)20250731144643NAL0003161219001

Kelly Hart & Hallman LLP

Name: Kelly Hart & Hallman LLP — Kelly Hart & Hallman, Form 5500 (2024)
Creator: Kelly Hart & Hallman LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kelly Hart & Hallman Profit Sharing Plan and Trust

401(k) retirement plan · Kelly Hart & Hallman LLP's Kelly Hart & Hallman Profit Sharing Plan and Trust held $161.4M in plan assets for 233 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

233

Accounts w/ balance

314

Plan assets (EOY)

$161.4M

Net assets (EOY)

$161.4M

How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY HART & HALLMAN LLP.

Plan sponsor

Name

KELLY HART & HALLMAN LLP

EIN

20-3856550all filings

Address

201 MAIN STREET, SUITE 2500 · FORT WORTH, TX · 76102

Phone

(817) 332-2500

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OPER CO.	04-2647786	—	RECORDKEEPER	$0	—
FIDELITY INVESTMENTS INST OPER CO.	04-2647786	—	RECORDKEEPER	$0	—

Investments

40 direct securities· $157.2M(97% of reported assets)

Mutual Funds

$116.3M

28 holdings

Common Collective Trusts

$29.2M

5 holdings

Other securities

$11.7M

7 holdings

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$24.8M	15.4%
Fidelity Investments Fidelity Growth Company K6 Fund	Mutual Funds	—	—	$21.5M	13.3%
Fidelity Investments Fidelity Retirement Government Money Market Fund II	Mutual Funds	—	—	$15.4M	9.5%
Fidelity Investments Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$8.4M	5.2%
Fidelity Investments Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$7.1M	4.4%
Fidelity Investments Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$6.1M	3.7%
Dodge & Cox Dodge & Cox Income Fund Class X	Mutual Funds	—	—	$5.5M	3.4%
Putnam Putnum Equity Income Fund Class Y	Mutual Funds	—	—	$5.5M	3.4%
Fidelity Investments Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$5.3M	3.3%
Fidelity Investments Fidelity Select Health Care Portfolio	Mutual Funds	—	—	$5.2M	3.2%
Fidelity Investments Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$3.8M	2.3%
Fidelity Investments Fidelity Select Natural Resources Portfolio	Mutual Funds	—	—	$3.7M	2.3%
ClearBridge Investments ClearBridge International Growth Fund	Other securities	—	—	$3.6M	2.2%
Fidelity Investments Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$3.2M	2.0%
Fidelity Investments Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$3.1M	1.9%
MFS Mid Cap Growth R4	Mutual Funds	—	—	$2.9M	1.8%
Fidelity Investments Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$2.7M	1.7%
Fidelity Investments Spartan U.S. Bond Index Fund	Common Collective Trusts	—	—	$2.7M	1.7%
Loomis Sayles Loomis Small Cap Growth Fund Class N	Other securities	—	—	$2.4M	1.5%
Fidelity Investments Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$2.1M	1.3%
PIMCO International Bond Fund	Mutual Funds	—	—	$2.1M	1.3%
Fidelity Investments Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$1.8M	1.1%
Fidelity Investments Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$1.8M	1.1%
JPMorgan Emerging Markets Equity R6 Fund	Other securities	—	—	$1.7M	1.1%
T. Rowe Price TRP Short Term Bond Fund Class I	Other securities	—	—	$1.7M	1.0%
Fidelity Investments Fidelity Select Technology Portfolio	Mutual Funds	—	—	$1.7M	1.0%
Fidelity Investments Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$1.4M	0.9%
American Beacon American Beacon Small Cap Value Fund	Other securities	—	—	$1.4M	0.9%
Fidelity Investments Fidelity Select Utilities Growth Portfolio	Mutual Funds	—	—	$1.4M	0.9%
MFS Mid Cap Value R6 Fund	Mutual Funds	—	—	$1.3M	0.8%
Fidelity Investments Fidelity Select Consumer Discretionary Portfolio	Mutual Funds	—	—	$1.2M	0.8%
Fidelity Investments Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.1M	0.7%
Fidelity Investments Fidelity Select Financial Services Portfolio	Mutual Funds	—	—	$892K	0.6%
Fidelity Investments Fidelity Total International Index Fund	Common Collective Trusts	—	—	$643K	0.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$562K	0.3%
Cohen & Steers Cohen & Steers Realty	Other securities	—	—	$455K	0.3%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$447K	0.3%
due dates -0-	Other securities	—	—	$433K	0.3%
Fidelity Investments Fidelity Select Industrials Portfolio	Mutual Funds	—	—	$347K	0.2%
Fidelity Investments Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$4K	<0.1%