· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELSEY LOGISTICS SERVICES, INC. — KELSEY LOGISTICS SERVICES, INC.- 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908110053NAL0012240787001
KELSEY LOGISTICS SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
KELSEY LOGISTICS SERVICES, INC.- 401K PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
12
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KELSEY LOGISTICS SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
KELSEY LOGISTICS SERVICES, INC.
EIN
84-4989858
Address
4295 JURUPA ST STE 108 · ONTARIO, CA · 91761
Phone
(909) 681-9187
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-09-08
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
TJ MCCAFFREY LANDSCAPING LLC
TJ MCCAFFREY LANDSCAPING LLC
$3K · 7 participants
FLAPJACKS INC
FLAPJACKS INC 401(K) PROFIT SHARING PLAN & TRUST
$3K · 12 participants
EDA SECURITY CONSULTING & INVEST
EDA SECURITY CONSULTING & INVESTIGATIONS LLC
$3K
PARADIGM ENTERPRISES INC
PARADIGM ENTERPRISES INC
$3K · 3 participants
SANDOVAL DENTISTRY PROF CORP
SANDOVAL DENTISTRY PROF CORP 401(K) PLAN
$3K · 9 participants
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CLEAN RITE LLC
CLEAN RITE LLC
$3K · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
