Plan Snapshot
- Plan Sponsor: Kelley Health Holdings INC
- Sponsor EIN: 463216610
- Sponsor Address: 907 11TH ST NE, JASPER, AL, 35504
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $2.6M
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 | 198 | $2.6M | $181,523 | $369,745 |
| 2023 | 176 | $2.2M | $137,375 | $296,471 |
| 2022 | 243 | $1.7M | $131,996 | $293,107 |
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 |
|---|---|---|---|---|
| CARL,RIGGS, & INGRAM, LLC | 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 | $13,613 | — | $8,204 | — | — |
| 2023 | $14,028 | — | $7,068 | — | — |
| 2022 | $18,195 | — | $18,195 | — | — |