How big is KELM, LLC's plan?

KELM, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251009124607NAL0015541922001

KELM, LLC

Name: KELM, LLC — KELM, LLC 401(k) Plan, Form 5500 (2024)
Creator: KELM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KELM, LLC 401(k) Plan

401(k) retirement plan · KELM, LLC's KELM, LLC 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

KELM, LLC's EIN is 83-2876608.

EIN 83-2876608

Plan number 001

Plan year 2024

ACK ID 20251009124607NAL0015541922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KELM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KELM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KELM, LLC

EIN

all filings

Address

1551 N TUSTIN AVE · STE 100 · SANTA ANA, CA · 92705

Phone

(714) 296-3768

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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