How big is Kelley Financial Services, Inc.'s plan?

Kelley Financial Services, Inc.'s plan reported $828K in assets and 2 participants for 2024.

Original filing (PDF)20250714134207NAL0001132561001

Kelley Financial Services, Inc.

Name: Kelley Financial Services, Inc. — Kelley Financial, Form 5500 (2024)
Creator: Kelley Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Kelley Financial Services, Inc.'s Kelley Financial Services, Inc. 401(k) Profit Sharing Plan held $828K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

Plan identifiers

Kelley Financial Services, Inc.'s EIN is 47-0800241.

EIN 47-0800241

Plan number 001

Plan year 2024

ACK ID 20250714134207NAL0001132561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelley Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KELLEY FINANCIAL SERVICES, INC.

EIN

all filings

Address

17110 MARCY STREET - SUITE 104 · OMAHA, NE · 68118

Phone

(402) 991-7595

Industry

Finance & Insurance

Plan administrator