# Kelley Create Co. 401(k) Plan
Source: https://planprovider.pro/companies/kelley-imaging-systems-inc-dba-kelley-connect-401k-plan

> Kelley Create Co.'s 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelley Create Co.

- **Sponsor EIN:** 263968773

- **Sponsor Address:** 22710 72ND AVENUE SOUTH, KENT, WA, 98032

- **Plan Type:** 401(k)

- **Total Participants:** 351

- **Total Assets:** $19.8M

## 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|351|$19.8M|$883,068|$2.2M|

| 2023|359|$15.7M|$766,642|$2.0M|

| 2022|305|$11.8M|$578,414|$1.6M|

## 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|

| STANCORP|RECORDKEEPER|$39,920|—|$39,920|

| HUNNEX AND SHOEMAKER|CONTRACT ADMIN|$32,175|—|$32,175|

| SHANNON & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [SHANNON & ASSOCIATES, LLP](https://planprovider.pro/provider/shannon-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,095

- **Estimated Expense Ratio:** 0.363% 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|$63,401|—|$63,401|—|—|

| 2023|$32,975|$32,975|—|—|—|

| 2022|$45,096|—|—|—|—|

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