# Kelly Mitchell Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kelly-mitchell-holdings-inc-861207830-002

> Kelly Mitchell Holdings, INC.&#39;s 401(k) plan: 302 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Kelly Mitchell Holdings, INC.

- **Sponsor EIN:** 861207830

- **Sponsor Address:** 8229 MARYLAND AVENUE, ST. LOUIS, MO, 63105

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 302

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|302|$6.3M|$0|$0|

| 2024|226|$10.3M|$553,043|$0|

| 2023|231|$15.9M|$555,015|$0|

| 2022|185|$23.6M|$1.1M|$0|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|

| 2025|$750,940|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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