Original filing (PDF)20231031105821NAL0010292531001

KELLY RICHARDS INSURANCE AGENCY INC

Name: KELLY RICHARDS INSURANCE AGENCY INC — KELLY RICHARDS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2022)
Creator: KELLY RICHARDS INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

KELLY RICHARDS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY RICHARDS INSURANCE AGENCY INC.

Plan sponsor

Name

KELLY RICHARDS INSURANCE AGENCY INC

EIN

85-2394522all filings

Address

2220 LOGAN BLVD N, SUITE 802 · NAPLES, FL · 34119

Phone

(239) 977-3276

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator