Kelley Financial Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

424

Total plan assets

$120.4M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "KELLEY FINANCIAL GROUP"

View all 3 variants aggregated →

KELLEY FINANCIAL SERVICES11 KELLEY FINANCIAL GROUP3 KELLEY FINANCIAL SERVICE2

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

Prospecting the plans that use Kelley Financial Group?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Blair Academy Blair Academy DC Retirement Plan · all filings	BLAIRSTOWN, NJ	Other service providers	155	$78.3M	$20K	$0
Western Reserve Academy Western Reserve Academy Faculty and Staff Retirement Plan · all filings	HUDSON, OH	Other service providers	150	$30.2M	$24K	$0
Western Reserve Academy Western Reserve Academy Employee Retirement Plan · all filings	HUDSON, OH	Advisor / Consultant	119	$11.9M	$12K	$0