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"

KELLY FINANCIAL GROUP3 KELLY FINANCIAL ADVISORS3

SERVICES PROVIDED

Advisor / Consultant6

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
OWL CYBER DEFENSE SOLUTIONS, LLC OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN	DANBURY, CT	Advisor / Consultant ADVISOR	227	$25.4M	$63K
JONES JUNCTION INC JONES JUNCTION INC 401(K) PROFIT SHARING PLAN & TRUST	BEL AIR, MD	Advisor / Consultant ADVISOR	510	$23.3M	$50K
OWL CYBER DEFENSE SOLUTIONS, LLC