# Kelly & Brand, Attorneys At Law, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kelly-brand-attorneys-at-law-llc-401k-plan

> Kelly & Brand, Attorneys At Law, LLC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kelly & Brand, Attorneys At Law, LLC

- **Sponsor EIN:** 452459804

- **Sponsor Address:** 303 PEARL AVE SUITE A, OSHKOSH, WI, 54901

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

- **Total Participants:** 3

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|3|$1.2M|$5,260|$21,370|

| 2023|3|$1.2M|$5,745|$19,930|

| 2022|3|$1.2M|$5,137|$37,008|

## Similar Plans

- [Lawrence Law Office Sc](https://planprovider.pro/companies/lawrence-law-office-sc-401k-plan) — 3 participants

- [Bornstein Law Offices Sc](https://planprovider.pro/companies/bornstein-law-offices-sc-plan) — 3 participants

- [Atty Gary Greenberg](https://planprovider.pro/companies/atty-gary-greenberg-plan) — 3 participants

- [Attorney Kenneth G. Calewarts](https://planprovider.pro/companies/attorney-kenneth-g-calewarts-plan) — 2 participants

- [Hoff Law Offices LLC](https://planprovider.pro/companies/hoff-matuszak-matyas-llc-plan) — 4 participants

- [Gerald C. Condon, Jr. & Associates](https://planprovider.pro/companies/gerald-c-condon-jr-associates-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kelly-brand-attorneys-at-law-llc-401k-plan)

© 2026 PlanProvider.Pro