# Jh Kelly Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/jh-kelly-holdings-llc-401k-plan-003

> Jh Kelly Holdings LLC's 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jh Kelly Holdings LLC

- **Sponsor EIN:** 911704136

- **Sponsor Address:** 821 3RD AVE, LONGVIEW, WA, 98632

- **Plan Type:** 401(k)

- **Total Participants:** 320

- **Total Assets:** $85.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|320|$85.6M|$3.9M|$3.1M|

| 2023|271|$68.9M|$2.7M|$2.6M|

| 2022|227|$55.8M|$2.6M|$2.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,358|—|$17,358|

| BAKER TILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,358

- **Estimated Expense Ratio:** 0.020% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$101,887|$17,358|$600|—|—|

| 2023|-$92,876|$18,351|$300|—|—|

| 2022|-$107,276|$17,424|—|—|—|

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