Kelly Financial

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

737

Total plan assets

$48.7M

Filings (rows)

Direct comp

$113K

Indirect comp

Aggregating 2 name variants under "KELLY FINANCIAL"

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KELLY FINANCIAL GROUP3 KELLY FINANCIAL ADVISORS3

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OWL Cyber Defense Solutions, LLC OWL Cyber Defense Solutions, LLC Retirement Plan · all filings	DANBURY, CT	Advisor / Consultant	227	$25.4M	$63K	$0
Jones Junction Inc. Jones Junction Inc. 401(k) Profit Sharing Plan & Trust · all filings	BEL AIR, MD	Advisor / Consultant	510	$23.3M	$50K	$0