Michael Russo signed Kelly Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kelly Services, Inc.'s EIN is 38-1510762.
Download the official 2024 Form 5500 (PDF) for Kelly Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kelly Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $516K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $43K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LIFEPATH INDEX RETIREMENT NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837784 / PN 001 | Common Collective Trust | — | $37.9M | $38.3M | 11.2% | |
| FIDELITY TOT MK IP MUTUAL FUNDS | Mutual Funds | — | $25.1M | $37.3M | 10.9% | |
| LIFEPATH INDEX 2030 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2829163 / PN 001 | Common Collective Trust | — | $34.5M | $35.0M | 10.2% | |
| LIFEPATH INDEX 2040 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837597 / PN 001 | Common Collective Trust | — | $33.1M | $33.8M | 9.9% | |
| LIFEPATH INDEX 2050 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837704 / PN 001 | Common Collective Trust | — | $28.2M | $29.0M | 8.5% | |
| LIFEPATH INDEX 2045 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837638 / PN 001 | Common Collective Trust | — | $25.1M | $25.7M | 7.5% | |
| LIFEPATH INDEX 2035 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2829211 / PN 001 | Common Collective Trust | — | $23.6M | $24.0M | 7.0% | |
| GALLIARD WELLS FARGO STABLE VALUE F WELLS FARGO BANK, N.A. · EIN 52-2250957 / PN 001 | Common Collective Trust | — | — | $18.5M | 5.4% | |
| GALLIARD WF STABLE VALUE FUND COMMON / COLLECTIVE TRUSTS | Stable Value | — | $15.6M | $17.7M | 5.2% | |
| LIFEPATH INDEX 2055 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837751 / PN 001 | Common Collective Trust | — | $16.6M | $17.1M | 5.0% | |
| NYLI WINSLOW LARGE CAP GRWTH I MUTUAL FUNDS | Other securities | — | $9.9M | $10.2M | 3.0% | |
| FIDELITY TOTAL BOND K6 GM MUTUAL FUNDS | Mutual Funds | — | $9.8M | $9.6M | 2.8% | |
| LIFEPATH INDEX 2060 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-2034946 / PN 001 | Common Collective Trust | — | $8.3M | $8.5M | 2.5% | |
| FIDELITY TOT MK IP GM MUTUAL FUNDS | Mutual Funds | — | $5.0M | $7.8M | 2.3% | |
| JOHN HANCOCK DISCPLND CL I GM MUTUAL FUNDS | Other securities | — | $4.3M | $4.5M | 1.3% | |
| NYLI WINSLOW LARGE CAP GRWTH I MUTUAL FUNDS | Other securities | — | $4.1M | $4.4M | 1.3% | |
| VANGUARD TOTAL INTL INSTL GM MUTUAL FUNDS | Mutual Funds | — | $4.1M | $4.3M | 1.3% | |
| AMERICAN EUROPACIFIC R6 GM MUTUAL FUNDS | Other securities | — | $4.4M | $4.3M | 1.3% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $4.4M | $4.1M | 1.2% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | Mutual Funds | — | $3.8M | $4.0M | 1.2% | |
| LIFEPATH INDEX 2065 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1957801 / PN 001 | Common Collective Trust | — | $2.7M | $2.8M | 0.8% | |
| PIMCO INCOME FUND CL A GM MUTUAL FUNDS | Mutual Funds | — | $2.6M | $2.4M | 0.7% | |
| T ROWE PRICE INSTL MID CP EQ MUTUAL FUNDS | Mutual Funds | — | $2.2M | $2.1M | 0.6% | |
| T ROWE PRICE INTEGR US SM CP I MUTUAL FUNDS | Mutual Funds | — | $2.0M | $2.0M | 0.6% | |
| T ROWE PRICE INSTL MID CP GM MUTUAL FUNDS | Mutual Funds | — | $1.9M | $1.9M | 0.5% | |
| PARNASSUS CORE EQUITY FUND INV MUTUAL FUNDS | Other securities | — | $1.7M | $1.8M | 0.5% | |
| AMER BEACON SM CAP VAL FD GM MUTUAL FUNDS | Other securities | — | $1.8M | $1.8M | 0.5% | |
| JP MORGAN MID CAP VAL FD R6 MUTUAL FUNDS | Other securities | — | $1.6M | $1.6M | 0.5% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $1.3M | $1.3M | 0.4% | |
| JOHN HANCOCK DISCIPLINED CL I MUTUAL FUNDS | Other securities | — | $1.2M | $1.1M | 0.3% | |
| PIMCO INCOME FUND CL A MUTUAL FUNDS | Mutual Funds | — | $963K | $939K | 0.3% | |
| FIDELITY TOTAL BOND K6 MUTUAL FUNDS | Mutual Funds | — | $939K | $918K | 0.3% | |
| ACCRUED INCOME ACCRUED INCOME 84 GALLIARD WF STABLE VALUE FD GM COMMON / COLLECTIVE TRUSTS | Stable Value | — | $806K | $869K | 0.3% | |
| AMER BEACON SM CAP VAL FD MUTUAL FUNDS | Other securities | — | $838K | $823K | 0.2% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $63K | $63K | <0.1% | |
| Fidelity Total MK IP | Mutual Funds | — | — | $45K | <0.1% | |
| BlackRock Lifepath Index Ret NL Fund M | Other securities | — | — | $38K | <0.1% | |
| BlackRock Lifepath Index 2030 NL Fund M | Other securities | — | — | $35K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2829112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2829163 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2829211 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837597 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837638 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837704 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837751 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-2034946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1930938 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2837784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | ACCOUNTANT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PHOENIX INNOVATE | 38-2713456 | — | OTHER | $132K | — |
| THOMPSON HINE | 34-0575300 | — | OTHER | $35K | — |
