Kelley Trucking Inc. 401(k) Savings Plan
Sponsored by Kelley Trucking Inc. · EIN 840840340 · Plan #002
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 147
- With balances
- 179
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Counseling Associates, Inc. CRD 115123 | fuzzy_auto · 98% | 2024 |
| Full Financial Inc. CRD 330574 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $56,419 |
| Financial Counseling Associates, In | Investment advisory (plan), Direct payment from the plan | $24,808 |
| Full Financial Inc | Investment advisory (plan), Direct payment from the plan | $15,424 |
| Hunter Benefits Consulting Group | Other services, Other fees | $0 |