Original filing (PDF)20250318140009NAL0004996912001

KELLY T WALEN REAL ESTATE AGENT

Name: KELLY T WALEN REAL ESTATE AGENT — KELLY WALEN IND 401K, Form 5500 (2024)
Creator: KELLY T WALEN REAL ESTATE AGENT

Form 5500-SF

FILING_RECEIVED

KELLY WALEN IND 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

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.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY T WALEN REAL ESTATE AGENT.

Plan sponsor

Name

KELLY T WALEN REAL ESTATE AGENT

EIN

90-2330412

Address

11 YAWL DRIVE · COCOA BEACH, FL · 32931

Phone

(321) 848-4225

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

058

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-18

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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