Plan Snapshot
- Plan Sponsor: Kelley Construction, INC
- Sponsor EIN: 610928594
- Sponsor Address: 12550 LAKE STATION PLACE, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 122 | $16.0M | $723,425 | $792,145 |
| 2023 | 117 | $13.4M | $636,895 | $703,474 |
| 2022 | 106 | $11.3M | $473,734 | $606,439 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,790 | $36,971 | — | — | — |
| 2023 | $67,025 | $30,256 | — | — | — |
| 2022 | $65,610 | $28,561 | $37,049 | — | — |