KELLY WILLIAMS INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
6
Accounts w/ balance
4
Plan assets (EOY)
$643K
Net assets (EOY)
$643K
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. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY WILLIAMS INSURANCE AGENCY, INC..
Plan sponsor
Name
KELLY WILLIAMS INSURANCE AGENCY, INC.
EIN
20-3972758
Address
4400 E. PACIFIC COAST HIGHWAY · LONG BEACH, CA · 90804
Phone
(562) 498-8661
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
