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Original filing (PDF)20251015102958NAL0004301249002
KELLEY CREATE CO.
Form 5500
FILING_RECEIVED
KELLEY CREATE CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
351
Accounts w/ balance
422
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Schwab Total Stock Market Index Fund" is 27% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLEY CREATE CO..
Plan sponsor
Name
KELLEY CREATE CO.
EIN
26-3968773
Address
22710 72ND AVENUE SOUTH · KENT, WA · 98032
Phone
(206) 284-9100
Industry
Retail Tradesee all
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SHANNON & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP | 93-1253576 | — | RECORDKEEPER | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER | 91-1072394 | — | CONTRACT ADMIN | $32K | — |
Investments
16 direct securities · 1 pooled fund· $19.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.8M
16 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index Fund | — | — | — | $5.4M | 27.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $3.0M | 15.4% | |
| Fidelity International Index Fund | — | — | — | $2.0M | 10.2% | |
| STANDARD STABLE ASSET FUND THE STANDARD · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $2.0M | 10.1% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $2.0M | 10.1% | |
| Interests in Mutual Funds iShares S&P 500 Index Fund Class K | — | — | — | $1.6M | 8.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.4M | 7.0% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $475K | 2.4% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $382K | 1.9% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $379K | 1.9% | |
| Participant Loans through 2029 -0- | — | — | — | $279K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $230K | 1.2% | |
| Fidelity Small Cap Value Index Fund | — | — | — | $200K | 1.0% | |
| Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $168K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | — | — | — | $111K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $86K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $26K | 0.1% |
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