Original filing (PDF)20250715134727NAL0003073616001

KELLY MITCHELL HOLDINGS, INC.

Name: KELLY MITCHELL HOLDINGS, INC. — KELLY MITCHELL EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: KELLY MITCHELL HOLDINGS, INC.

Form 5500

FILING_RECEIVED

KELLY MITCHELL EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

226

Accounts w/ balance

326

Plan assets (EOY)

$10.3M

Net assets (EOY)

-$14.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLY MITCHELL HOLDINGS, INC..

Plan sponsor

Name

KELLY MITCHELL HOLDINGS, INC.

EIN

86-1207830

Address

8229 MARYLAND AVENUE · ST. LOUIS, MO · 63105

Phone

(314) 727-1700

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $10.3M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	*Kelly Mitchell Holdings, Inc. 931,946 shares	Common Stocks	—	$41.1M	$10.3M	100.0%

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