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KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING CONTRACTORS, INC. — KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250905153318NAL0010670355001
KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING CONTRACTORS, INC.
Form 5500-SF
FILING_RECEIVED
KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING 401(K) PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
10
Plan assets (EOY)
$466K
Net assets (EOY)
$466K
Plan health score (directional)
84
/ 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
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
KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING CONTRACTORS, INC.
.
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Plan sponsor
Name
KELLI WOODS MANAGEMENT, INC. DBA ADVANCE CLEANING CONTRACTORS, INC.
EIN
81-4490768
Address
4708 ANGOLA RD · TOLEDO, OH · 43615
Phone
(419) 478-1200
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNONXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2K · 401(m) arrangement
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 14% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
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