# Kelly Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kelly-financial-group-llc-401k-plan-001-8177

> Kelly Financial Group, LLC's 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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