How big is Kelley Real Estate Group's plan?

Kelley Real Estate Group's plan reported $624 in assets and 2 participants for 2024.

Original filing (PDF)20250729141137NAL0003428337001

Kelley Real Estate Group

Name: Kelley Real Estate Group — Kelley Real Estate Group, Form 5500 (2024)
Creator: Kelley Real Estate Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Real Estate Group SOCA Benefit Plan

Health & welfare plan · Kelley Real Estate Group's Kelley Real Estate Group SOCA Benefit Plan held $624 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$624

Net assets (EOY)

$221

People on this filing

Matt Appenzeller signed Kelley Real Estate Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Real Estate Group's EIN is 81-4564558.

EIN 81-4564558

Plan number 501

Plan year 2024

ACK ID 20250729141137NAL0003428337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelley Real Estate Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley Real Estate Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score