Kelley Roach signed Kelley Williamson Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kelley Williamson Company's EIN is 36-1314080.
Download the official 2024 Form 5500 (PDF) for Kelley Williamson Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kelley Williamson Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS INC | 39-1571149 | — | INVESTMENT ADVISORY | $0 | — |
