How big is The Kelley Group, LLC's plan?

The Kelley Group, LLC's plan reported $833K in assets and 7 participants for 2024.

Original filing (PDF)20250915172059NAL0002793586001

The Kelley Group, LLC

Name: The Kelley Group, LLC — The Kelley Group 401(k) Plan, Form 5500 (2024)
Creator: The Kelley Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kelley Group 401(k) Plan

401(k) retirement plan · The Kelley Group, LLC's The Kelley Group 401(k) Plan held $833K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

People on this filing

Kelley TAFT signed The Kelley Group, LLC's 2024 Form 5500 as plan administrator.

Kelley TAFT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Kelley Group, LLC's EIN is 27-4723144.

EIN 27-4723144

Plan number 001

Plan year 2024

ACK ID 20250915172059NAL0002793586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Kelley Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Kelley Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KELLEY GROUP, LLC.

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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

Vendor & structure

100

Helping the score