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

2,073

Total plan assets

$123.7M

Filings (rows)

Direct comp

$287K

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

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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
OWL Cyber Defense Solutions, LLC OWL Cyber Defense Solutions, LLC Retirement Plan · all filings	DANBURY, CT	Advisor / Consultant	175	$21.3M	$60K	$0
Jones Junction Inc. Jones Junction Inc. 401(k) Profit Sharing Plan & Trust · all filings	BEL AIR, MD	Advisor / Consultant	482	$19.8M	$41K	$0
OWL Cyber Defense Solutions, LLC OWL Cyber Defense Solutions, LLC Retirement Plan · all filings	DANBURY, CT	Advisor / Consultant	208	$18.3M	$35K	$0
Jones Junction Inc. Jones Junction Inc. 401(k) Profit Sharing Plan & Trust · all filings	BEL AIR, MD	Advisor / Consultant	471	$15.6M	$38K	$0