· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLEY CAWTHORNE — KELLEY CAWTHORNE 401(K)RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250904130605NAL0009741027001
KELLEY CAWTHORNE
Form 5500-SF
FILING_RECEIVED
KELLEY CAWTHORNE 401(K)RETIREMENT PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
32
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KELLEY CAWTHORNE
.
Find decision makers
Plan sponsor
Name
KELLEY CAWTHORNE
EIN
34-2028059
Address
208 N. CAPITOL AVE., 3RD FLOOR · LANSING, MI · 489331356
Phone
(517) 316-1924
Industry
Professional & Technical Services
see 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
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
LEGAL SERVICES OF NORTHERN CALIF
LEGAL SERVICES OF NORTHERN CALIF TAX DEFERRED ANNUITY 403(B) PLAN
$7.1M · 15 participants
SELIP & STYLIANOU, LLP
SELIP & STYLIANOU, LLP 401(K) SAVINGS PLAN
$7.1M · 144 participants
BYRNE & O'NEILL, LLP
BYRNE & O'NEILL LLP 401(K) PLAN
$7.1M · 12 participants
CONSTITUTIONAL LITIGATION ADVOCACY GROUP
CONSTITUTIONAL LITIGATION ADVOCACY GROUP PENSION PLAN
$7.1M · 5 participants
CISLO TITLE COMPANY
CISLO TITLE COMPANY SAVINGS AND RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.1M · 127 participants
FLORIDA JUSTICE ASSOCIATION, INC.
FLORIDA JUSTICE ASSOCIATION, INC. 401(K) PLAN
$7.0M · 22 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
