Original filing (PDF)20250723144510NAL0004282417001

KELLEY ANALYTICS LLC

Name: KELLEY ANALYTICS LLC — KELLEY ANALYTICS LLC SELF EMPLOYED 401(K), Form 5500 (2024)
Creator: KELLEY ANALYTICS LLC

Form 5500-SF

FILING_RECEIVED

KELLEY ANALYTICS LLC SELF EMPLOYED 401(K)

401(k) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLEY ANALYTICS LLC.

Plan sponsor

Name

KELLEY ANALYTICS LLC

EIN

45-5414790

Address

44 WILTON ST · PRINCETON, NJ · 085405321

Phone

(732) 742-8908

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-23

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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