Kelly 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

1,463

Total plan assets

$58.7M

Filings (rows)

Direct comp

$129K

Indirect comp

Showing only "KELLY FINANCIAL GROUP"

View all 2 variants aggregated →

KELLY FINANCIAL ADVISORS3 KELLY FINANCIAL GROUP3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jones Junction Inc. Jones Junction Inc. 401(k) Profit Sharing Plan & Trust · all filings	BEL AIR, MD	Advisor / Consultant	510	$23.3M	$50K	$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
Jones Junction Inc. Jones Junction Inc. 401(k) Profit Sharing Plan & Trust · all filings	BEL AIR, MD	Advisor / Consultant	471	$15.6M	$38K	$0