Kelly Generator & Equipment, Inc. Profit Sharing Plan
Sponsored by Kelly Generator & Equipment, Inc. · EIN 521250908 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 82
- With balances
- 130
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 |
|---|---|---|
| Continuum Advisory, Llc CRD 283155 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Continuum Advisory, Llc | Investment advisory (plan), Consulting fees | $41,422 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $32,535 |