Original filing (PDF)20260202120443NAL0000645763001

Kelley Insurance Agency & Financial

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

Form 5500-SF

FILING_RECEIVED

Kelley Insurance 401(k) Plan

401(k) retirement plan · Kelley Insurance Agency & Financial's Kelley Insurance 401(k) Plan held $1.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 KELLEY INSURANCE AGENCY & FINANCIAL.

Plan sponsor

Name

KELLEY INSURANCE AGENCY & FINANCIAL

EIN

all filings

Address

PO BOX 367 · 103 WEST MAIN · EVERSON, WA · 982470367

Phone

(360) 966-3732

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator