Original filing (PDF)20250609104639NAL0010923347001

KELLEY THIRD, INC.

Name: KELLEY THIRD, INC. — CHICK-FIL-A VERO BEACH 401(K) PLAN, Form 5500 (2024)
Creator: KELLEY THIRD, INC.

Form 5500-SF

FILING_RECEIVED

CHICK-FIL-A VERO BEACH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 THIRD, INC..

Plan sponsor

Name

KELLEY THIRD, INC.

DBA

CHICK-FIL-A VERO BEACH FSR

EIN

47-4337305

Address

6020 ELON LN · VERO BEACH, FL · 32966

Phone

(772) 567-0222

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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