How big is Brown & Kelly, LLC's plan?

Brown & Kelly, LLC's plan reported $279K in assets and 6 participants for 2022.

Original filing (PDF)20230718142310NAL0000608323001

Brown & Kelly, LLC

Name: Brown & Kelly, LLC — Brown & Kelly, LLC 401(k) Plan, Form 5500 (2022)
Creator: Brown & Kelly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown & Kelly, LLC 401(k) Plan

401(k) retirement plan · Brown & Kelly, LLC's Brown & Kelly, LLC 401(k) Plan held $279K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

Plan identifiers

Brown & Kelly, LLC's EIN is 83-1795237.

EIN 83-1795237

Plan number 001

Plan year 2022

ACK ID 20230718142310NAL0000608323001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Brown & Kelly, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Brown & Kelly, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN & KELLY, LLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score