# Kelley Automotive Group LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/kelley-automotive-group-llc-351707660-501

> Kelley Automotive Group LLC's Health & Welfare plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelley Automotive Group LLC

- **Sponsor EIN:** 351707660

- **Sponsor Address:** 555 GRAND NATIONAL DRIVE, FORT WAYNE, IN, 46804

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 309

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|309|$1.9M|$2.7M|$1.2M|

| 2023|302|$2.0M|$2.6M|$1.1M|

| 2022|287|$2.4M|$2.3M|$968,919|

## 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|

| TOKIO MARINE HHS|Insurance Carrier|$475,074|—|$475,074|

| UNIFIED GROUP SERVICES, INC.|Other Service Provider|$103,376|—|$103,376|

| CIGNA OAP|Other Service Provider|$69,617|—|$69,617|

| STAR INSURANCE AGENCY|Other Service Provider|$51,307|—|$51,307|

| ACTIVE HEALTH MANAGEMENT|Other Service Provider|$5,549|—|$5,549|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $704,923

- **Estimated Expense Ratio:** 37.609% 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|$195,275|—|$171,275|$24,000|—|

| 2023|$130,267|—|$106,767|—|—|

| 2022|$105,706|—|$83,206|—|$22,500|

## Similar Plans

- [Worksmart Systems, INC.](https://planprovider.pro/companies/worksmart-systems-inc-352060071-502) — 10,616 participants

- [Worksmart Systems, INC.](https://planprovider.pro/companies/worksmart-systems-inc-401k-plan) — 6,062 participants

- [Eight Eleven Group, LLC.](https://planprovider.pro/companies/eight-eleven-group-llc-401k-plan) — 4,241 participants

- [Stratosphere Quality, LLC](https://planprovider.pro/companies/stratosphere-quality-llc-401k-plan) — 1,204 participants

- [Zotec Partners, LLC](https://planprovider.pro/companies/zotec-partners-llc-401k-plan) — 1,005 participants

- [Commissioning Agents INC](https://planprovider.pro/companies/commissioning-agents-inc-401k-plan) — 758 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kelley-automotive-group-llc-351707660-501)

© 2026 PlanProvider.Pro