Plan Snapshot
- Plan Sponsor: Kelly Brothers, INC.
- Sponsor EIN: 592069592
- Sponsor Address: 15775 PINE RIDGE ROAD, FORT MYERS, FL, 33908
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 41 | $1.4M | $82,814 | $148,346 |
| 2023 | 34 | $1.1M | $74,178 | $136,439 |
| 2022 | 36 | $829,524 | $67,624 | $128,317 |