KELLEY ROSS AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
71
Accounts w/ balance
62
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score
81
/ 100
Grade B
Above-average plan
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
33
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLEY-ROSS & ASSOC., INC..
Plan sponsor
Name
KELLEY-ROSS & ASSOC., INC.
EIN
91-0688719
Address
2324 EASTLAKE AVE EAST · SUITE 400 · SEATTLE, WA · 98102
