Neil Kelly Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Neil Kelly Company, Inc. · EIN 930519115 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.0M
- Active participants
- 132
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Plan Specialists | Consulting (pension), Direct payment from the plan | $8,337 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,216 |