How big is Kelye B. Stites, Inc.'s plan?

Kelye B. Stites, Inc.'s plan reported $4.9M in assets and 98 participants for 2024.

Original filing (PDF)20251009110802NAL0015868322001

Kelye B. Stites, Inc.

Name: Kelye B. Stites, Inc. — Kelye B. Stites, Inc. 401(k), Form 5500 (2024)
Creator: Kelye B. Stites, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelye B. Stites, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Kelye B. Stites, Inc.'s Kelye B. Stites, Inc. 401(k) and Profit Sharing Plan held $4.9M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Cathy Lauria signed Kelye B. Stites, Inc.'s 2024 Form 5500 as plan administrator.

Cathy Lauria — 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

Kelye B. Stites, Inc.'s EIN is 75-2524255.

EIN 75-2524255

Plan number 001

Plan year 2024

ACK ID 20251009110802NAL0015868322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelye B. Stites, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelye B. Stites, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off