Plan Snapshot
- Plan Sponsor: Kelly Management Corp
- Sponsor EIN: 591479869
- Sponsor Address: P.O. BOX 657, EMMAUS, PA, 18049
- Plan Type: 401(k)
- Total Participants: 523
- Total Assets: $21.4M
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 | 523 | $21.4M | $570,434 | $1.9M |
| 2023 | 417 | $18.8M | $595,841 | $1.8M |
| 2022 | 432 | $15.7M | $637,495 | $1.8M |
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 |
|---|---|---|---|---|
| L F TORNETTA LLC | ACCOUNTANT | $17,500 | — | $17,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,572 | — | $15,572 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- L F TORNETTA LLC — ACCOUNTANT
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,072
- Estimated Expense Ratio: 0.155% 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 | $39,602 | $3,213 | — | $17,500 | — |
| 2023 | $29,067 | — | — | $16,800 | — |
| 2022 | $27,603 | — | — | — | — |