How big is Kelley Third, Inc.'s plan?

Kelley Third, Inc.'s plan reported $1.3M in assets and 49 participants for 2024.

Original filing (PDF)20250609104639NAL0010923347001

Kelley Third, Inc.

Name: Kelley Third, Inc. — Chick-FIL-a VERO Beach 401(k), Form 5500 (2024)
Creator: Kelley Third, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chick-FIL-a VERO Beach 401(k) Plan

401(k) retirement plan · Kelley Third, Inc.'s Chick-FIL-a VERO Beach 401(k) Plan held $1.3M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Anthony Ward AS Attorney signed Kelley Third, Inc.'s 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelley Third, Inc.'s EIN is 47-4337305.

EIN 47-4337305

Plan number 001

Plan year 2024

ACK ID 20250609104639NAL0010923347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY THIRD, INC..

Finding similar companies…

Plan health score

Above-average plan

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