Original filing (PDF)20250513122806NAL0013371635001

KELLY RICHARDS INSURANCE AGENCY INC.

Name: KELLY RICHARDS INSURANCE AGENCY INC. — KELLY RICHARDS INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: KELLY RICHARDS INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

KELLY RICHARDS INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

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.

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