Plan Snapshot
- Plan Sponsor: Kelley Bros. LLC
- Sponsor EIN: 150511382
- Sponsor Address: 317 EAST BRIGHTON AVE, SYRACUSE, NY, 132050177
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $26.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 309 | $26.0M | $174,202 | $1.5M |
| 2023 | 297 | $21.8M | $152,173 | $1.2M |
| 2022 | 279 | $17.8M | $141,481 | $1.2M |
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 |
|---|---|---|---|---|
| JAMES P. REAGAN AGENCY, INC. | NA | $83,085 | — | $83,085 |
| BENEFIT PLANS ADMIN SERVICES, INC. | NA | $17,267 | — | $17,267 |
| BONODIO & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES, INC. — NA
- BONODIO & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,352
- Estimated Expense Ratio: 0.386% 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 | $100,352 | $94,598 | $4,853 | — | — |
| 2023 | $85,034 | $78,887 | $4,989 | — | — |
| 2022 | $77,986 | $72,017 | $4,759 | — | — |