How big is Kelley Financial Group's plan?

Kelley Financial Group's plan reported $465K in assets and 6 participants for 2025.

Original filing (PDF)20260220133947NAL0012039779001

Kelley Financial Group

Name: Kelley Financial Group — Kelley Financial Group, Form 5500 (2025)
Creator: Kelley Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Financial Group Retirement Plan

401(k) retirement plan · Kelley Financial Group's Kelley Financial Group Retirement Plan held $465K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

Plan identifiers

Kelley Financial Group's EIN is 86-2196453.

EIN 86-2196453

Plan number 001

Plan year 2025

ACK ID 20260220133947NAL0012039779001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelley Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelley Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY FINANCIAL GROUP.

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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