Plan Snapshot
- Plan Sponsor: Kelly Tractor Co.
- Sponsor EIN: 590197630
- Sponsor Address: 8255 NW 58 STREET, MIAMI, FL, 33166
- Plan Type: 401(k)
- Total Participants: 548
- Total Assets: $69.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 548 | $69.3M | $1.8M | $2.1M |
| 2023 | 463 | $60.6M | $1.8M | $1.9M |
| 2022 | 427 | $50.1M | $1.7M | $1.7M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, 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 |
|---|---|---|---|---|---|
| 2024 | $149,303 | — | $149,303 | — | — |
| 2023 | $158,953 | — | — | $158,953 | — |
| 2022 | $145,946 | — | — | — | — |