Original filing (PDF)20241107161736NAL0006110659001

FERRELL & KELLY, LLC

Name: FERRELL & KELLY, LLC — FERRELL & KELLY, LLC 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: FERRELL & KELLY, LLC

Form 5500-SF

FILING_RECEIVED

FERRELL & KELLY, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FERRELL & KELLY, LLC.

Plan sponsor

Name

FERRELL & KELLY, LLC

EIN

45-3772483

Address

1400 WEST FAIRBANKS AVENUE · SUITE 202 · WINTER PARK, FL · 32789

Phone

(407) 478-6596

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-11-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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