Original filing (PDF)20250414102753NAL0000710755001

THE O.S. KELLY COMPANY

Name: THE O.S. KELLY COMPANY — THE O.S. KELLY COMPANY BARGAINING UNIT SAVINGS PLAN, Form 5500 (2024)
Creator: THE O.S. KELLY COMPANY

Form 5500-SF

FILING_RECEIVED

THE O.S. KELLY COMPANY BARGAINING UNIT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE O.S. KELLY COMPANY.

Plan sponsor

Name

THE O.S. KELLY COMPANY

EIN

31-0338290all filings

Address

318 EAST NORTH STREET · SPRINGFIELD, OH · 45503

Phone

(937) 322-4921

Industry