How big is The Kelsey's plan?

The Kelsey's plan reported $587K in assets and 20 participants for 2025.

Original filing (PDF)20260427220317NAL0005076259067

The Kelsey

Name: The Kelsey — The Kelsey 401(k) Plan, Form 5500 (2025)
Creator: The Kelsey
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Kelsey 401(k) Plan

401(k) retirement plan · The Kelsey's The Kelsey 401(k) Plan held $587K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

People on this filing

Elantha Barry signed The Kelsey's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Kelsey's EIN is 84-2909645.

EIN 84-2909645

Plan number 001

Plan year 2025

ACK ID 20260427220317NAL0005076259067

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Kelsey from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Kelsey's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

THE KELSEY

EIN

all filings

Address

1 SANSOME STREET, SUITE 1400 · SAN FRANCISCO, CA · 94104

Phone

(415) 413-0499

Industry

Admin Support & Waste Mgmt

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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