How big is The Kelley Group Co.'s plan?

The Kelley Group Co.'s plan reported $400K in assets and 3 participants for 2024.

Original filing (PDF)20250925173150NAL0010810515001

The Kelley Group Co.

Name: The Kelley Group Co. — The Kelley Group 401(k) Plan, Form 5500 (2024)
Creator: The Kelley Group Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kelley Group 401(k) Plan

401(k) retirement plan · The Kelley Group Co.'s The Kelley Group 401(k) Plan held $400K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$400K

Net assets (EOY)

$400K

People on this filing

Chris Kelley signed The Kelley Group Co.'s 2024 Form 5500 as plan administrator.

Chris Kelley — 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

The Kelley Group Co.'s EIN is 84-2106169.

EIN 84-2106169

Plan number 001

Plan year 2024

ACK ID 20250925173150NAL0010810515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Kelley Group Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE KELLEY GROUP CO.

EIN

all filings

Address

1110 MAIN ST. · PO BOX 804 · HULL, IA · 51239

Phone

(712) 746-6500

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator