# Kelley Health Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/kelley-health-holdings-inc-401k-plan

> Kelley Health Holdings INC's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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