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Original filing (PDF)20240305092726NAL0027929248001
KELLY PRODUCTS, INC.
Form 5500
FILING_RECEIVED
KELLY PRODUCTS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.6 mo~81 bps in Sched C fees
Active participants
125
Accounts w/ balance
77
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Filed 3.6 months past the 10.5-month grace window.
- 81 bps in Schedule C fees — 55% above peer band of 52 bps.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLY PRODUCTS, INC..
Plan sponsor
Name
KELLY PRODUCTS, INC.
EIN
58-2023291
Address
14481 LOCHRIDGE BLVD. · COVINGTON, GA · 30014
Phone
(770) 385-1187
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-03-05
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | RECORDKEEPER | $12K | — |
| MY BENEFITS LLC | 45-2098380 | ATLANTA, GA | RECORDKEEPER | $715 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WCM GLOBAL WEALTH LLC | 27-4795044 | GREENVILLE, SC | INVESTMENT ADVISORY-PLAN | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.