# Kelly & Associates Insurance Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kelly-associates-insurance-group-inc-401k-plan

> Kelly & Associates Insurance Group, INC.'s 401(k) plan: 559 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelly & Associates Insurance Group, INC.

- **Sponsor EIN:** 521066374

- **Sponsor Address:** 1 KELLY WAY, SPARKS, MD, 21152

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

- **Total Participants:** 559

- **Total Assets:** $68.2M

## 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|559|$68.2M|$877,665|$3.1M|

| 2023|533|$58.5M|$994,945|$2.7M|

| 2022|518|$48.7M|$840,012|$2.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$109,533|—|$109,533|

| COLUMBIA BENEFITS CONSULTANTS INC|OTHER SERVICES|$250|$17,230|$17,480|

| LPL FINANCIAL LLC-RPCP|INVESTMENT ADVISORY|$13,975|$25|$14,000|

| ELLIN & TUCKER|ACCOUNTANT|$9,766|—|$9,766|

| NEW EDGE ADVISORS|INVESTMENT ADVISORY|$8,189|$11|$8,200|

### Verified Provider Profiles

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

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — ACCOUNTANT

- [NEW EDGE ADVISORS](https://planprovider.pro/provider/newedge-advisors) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,979

- **Estimated Expense Ratio:** 0.233% 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|$141,713|$22,414|$109,533|$9,766|—|

| 2023|$182,215|$23,965|$137,550|$20,700|—|

| 2022|$76,682|$23,968|$35,749|—|$16,965|

## Similar Plans

- [Employee Navigator Holdings In](https://planprovider.pro/companies/employee-navigator-holdings-in-401k-plan) — 319 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kelly-associates-insurance-group-inc-401k-plan)

© 2026 PlanProvider.Pro