Original filing (PDF)20250925111120NAL0003487059001

KELLEY & WILKINS LLLC

Name: KELLEY & WILKINS LLLC — KELLEY & WILKINS LLLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: KELLEY & WILKINS LLLC

Form 5500-SF

FILING_RECEIVED

KELLEY & WILKINS LLLC PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLEY & WILKINS LLLC.

Plan sponsor

Name

KELLEY & WILKINS LLLC

EIN

83-0653569

Address

24 N. CHURCH ST., SUITE 312 · WAILUKU, HI · 96793

Phone

(808) 244-4499

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-25

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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