Plan Snapshot
- Plan Sponsor: Kelly Financial Group, LLC
- Sponsor EIN: 522048177
- Sponsor Address: 48 EAST GORDON STREET, BEL AIR, MD, 21014
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $5.7M
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 | 23 | $5.7M | $98,726 | $319,727 |
| 2023 | 21 | $4.7M | $88,089 | $255,075 |
| 2022 | 19 | $3.7M | $117,435 | $215,865 |