Plan Snapshot
- Plan Sponsor: Kelly Mitchell Group, INC.
- Sponsor EIN: 431810274
- Sponsor Address: 8229 MARYLAND AVENUE, ST LOUIS, MO, 631053643
- Plan Type: 401(k)
- Total Participants: 567
- Total Assets: $13.6M
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 | 567 | $13.6M | $0 | $1.7M |
| 2023 | 626 | $13.7M | $0 | $1.6M |
| 2022 | 699 | $11.6M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $34,680 | — | $34,680 |
| MONETA GROUP LLC | Investment Advisor | $25,365 | $7,992 | $33,357 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,037
- Estimated Expense Ratio: 0.499% 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 | $60,045 | $25,365 | $34,680 | — | — |
| 2023 | $70,911 | — | $70,911 | — | — |
| 2022 | $68,679 | — | $68,679 | — | — |