How big is Kelsey Management LLC's plan?

Kelsey Management LLC's plan reported $1.3M in assets and 27 participants for 2025.

Original filing (PDF)20260429220401NAL0018315664028

Kelsey Management LLC

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

Form 5500-SF

FILING_RECEIVED

Kelsey Management LLC 401(k) Plan

401(k) retirement plan · Kelsey Management LLC's Kelsey Management LLC 401(k) Plan held $1.3M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Kelsey Management LLC's EIN is 84-3672277.

EIN 84-3672277

Plan number 001

Plan year 2025

ACK ID 20260429220401NAL0018315664028

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kelsey Management LLC'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 KELSEY MANAGEMENT LLC.

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Plan health score

Above-average plan

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