# Kelley Construction, INC 401(k) Plan
Source: https://planprovider.pro/companies/kelley-construction-inc-401k-plan

> Kelley Construction, INC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Abel Construction Company, INC.](https://planprovider.pro/companies/abel-construction-company-inc-401k-plan) — 122 participants

- [Paul Hemmer Company](https://planprovider.pro/companies/paul-hemmer-company-401k-plan) — 114 participants

- [Buffalo Construction INC](https://planprovider.pro/companies/buffalo-construction-inc-401k-plan) — 144 participants

- [Judy Construction Company](https://planprovider.pro/companies/judy-construction-company-plan) — 153 participants

- [Back Construction, INC.](https://planprovider.pro/companies/back-construction-inc-plan) — 70 participants

- [Phillips Brothers Construction, INC.](https://planprovider.pro/companies/phillips-brothers-construction-inc-plan) — 69 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kelley-construction-inc-401k-plan)

© 2026 PlanProvider.Pro