· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
K & P KELLY INC — K & P KELLY INC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909132155NAL0043526882001
K & P KELLY INC
Form 5500-SF
FILING_RECEIVED
K & P KELLY INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
K & P KELLY INC
.
Find decision makers
Plan sponsor
Name
K & P KELLY INC
EIN
68-0127817
Address
3705 RIVER ROAD · WINDSOR, CA · 95492
Phone
(707) 579-4104
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
TRES MANAGEMENT, INC.
TRES MANAGEMENT, INC. 401(K) PLAN
$1.2M · 10 participants
ESPAS INC
ESPAS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 32 participants
BIWATER USA INCORPORATED
BIWATER USA INCORPORATED 401(K) PLAN
$1.2M · 16 participants
PRIMARY AIMLINE LLC
PRIMARY AIMLINE LLC 401(K) PLAN
$1.2M · 24 participants
MONTALTO & ROTHSTEIN ENGINEERING, DPC
EDESIGN DYNAMICS 401(K) PLAN
$1.2M · 16 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HAROLD HART & ASSOCIATES, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HAROLD HART & ASSOCIATES, INC.
$1.2M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B