How big is Kelley & Mullis Wealth Management's plan?

Kelley & Mullis Wealth Management's plan reported $894K in assets and 6 participants for 2025.

Original filing (PDF)20260506114346NAL0003106978001

Kelley & Mullis Wealth Management

Name: Kelley & Mullis Wealth Management — Kelley & Mullis, Form 5500 (2025)
Creator: Kelley & Mullis Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley & Mullis Wealth Management 401(k) Plan

401(k) retirement plan · Kelley & Mullis Wealth Management's Kelley & Mullis Wealth Management 401(k) Plan held $894K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

People on this filing

Michael Mullis signed Kelley & Mullis Wealth Management's 2025 Form 5500 as plan administrator.

Michael Mullis — 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 & Mullis Wealth Management's EIN is 63-1265313.

EIN 63-1265313

Plan number 001

Plan year 2025

ACK ID 20260506114346NAL0003106978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelley & Mullis Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelley & Mullis Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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