Original filing (PDF)20250715081950NAL0001826753001

KALEY GROUP, INC.

Name: KALEY GROUP, INC. — KALEY GROUP, INC./KRSM INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KALEY GROUP, INC.

Form 5500

FILING_RECEIVED

KALEY GROUP, INC./KRSM INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

149

Accounts w/ balance

137

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALEY GROUP, INC..

Plan sponsor

Name

KALEY GROUP, INC.

EIN

55-0754089

Address

53 14TH STREET · WHEELING, WV · 26003

Phone

(304) 232-8540

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES INC	—	ST PETERSBURG, FL	INVESTMENT ADVISOR	$38K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
METRO BENEFITS INC	—	PITTSBURGH, PA	CONTRACT ADMIN	$9K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $63K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002	Common Collective Trust	$63K	0.3%

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