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Original filing (PDF)20250604141211NAL0011313313001
KELLI NETWORK, INC. DBA JELLYSMACK
Form 5500
FILING_RECEIVED
JELLYSMACK 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
68
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLI NETWORK, INC. DBA JELLYSMACK.
Plan sponsor
Name
KELLI NETWORK, INC. DBA JELLYSMACK
EIN
35-2553158
Address
1261 BROADWAY FL 6 · NEW YORK, NY · 100013537
Phone
(310) 739-7016
Industry
Information / Tech / Mediasee 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
2025-06-04
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
SENSIBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
23 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds Fidelity Freedom Index 2055 Institutional Premium Fund Mutual Fund | — | — | — | $506K | 18.4% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund Mutual Fund | — | — | — | $408K | 14.9% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund Mutual Fund | — | — | — | $397K | 14.4% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund Mutual Fund | — | — | — | $394K | 14.3% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund Mutual Fund | — | — | — | $256K | 9.3% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund Mutual Fund | — | — | — | $165K | 6.0% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $159K | 5.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $135K | 4.9% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $75K | 2.7% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund Mutual Fund | — | — | — | $48K | 1.7% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $40K | 1.4% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund Mutual Fund | — | — | — | $26K | 0.9% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund | — | — | — | $22K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $17K | 0.6% | |
| American Century Small Cap Value Fund R6 Mutual Fund | — | — | — | $14K | 0.5% | |
| Lord Abbett Developing Growth Fund Class r6 Mutual Fund | — | — | — | $14K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $13K | 0.5% | |
| Cohen & Steers Realty Shares Fund Mutual Fund | — | — | — | $13K | 0.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $13K | 0.5% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $10K | 0.4% | |
| BlackRock International Fund of BlackRock Series, Inc. Mutual Fund | — | — | — | $10K | 0.3% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $8K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $3K | 0.1% |
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