How big is Kelly & Dewitt Incorporated's plan?

Kelly & Dewitt Incorporated's plan reported $3.3M in assets and 1 participants for 2025.

Original filing (PDF)20260218141455NAL0008433507001

Kelly & Dewitt Incorporated

Name: Kelly & Dewitt Incorporated — Kelly & Dewitt 401(k), Form 5500 (2025)
Creator: Kelly & Dewitt Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly & Dewitt 401(k) Plan

401(k) retirement plan · Kelly & Dewitt Incorporated's Kelly & Dewitt 401(k) Plan held $3.3M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Edward Kelly signed Kelly & Dewitt Incorporated's 2025 Form 5500 as plan administrator.

Edward Kelly — 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

Kelly & Dewitt Incorporated's EIN is 52-2003676.

EIN 52-2003676

Plan number 001

Plan year 2025

ACK ID 20260218141455NAL0008433507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelly & Dewitt Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelly & Dewitt Incorporated'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 KELLY & DEWITT INCORPORATED.

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

KELLY & DEWITT INCORPORATED

EIN

all filings

Address

5524 CHARLCOTE RD · BETHESDA, MD · 208173736

Phone

(301) 664-9200

Industry

Professional & Technical Services

Plan administrator