# Neil Kelly Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/neil-kelly-company-inc-401k-plan

> Neil Kelly Company, INC.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neil Kelly Company, INC.

- **Sponsor EIN:** 930519115

- **Sponsor Address:** 804 NORTH ALBERTA STREET, PORTLAND, OR, 97217

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

- **Total Participants:** 132

- **Total Assets:** $6.1M

## 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|132|$6.1M|$0|$724,125|

| 2023|134|$6.0M|$100,000|$776,136|

| 2022|138|$4.5M|$0|$681,889|

## 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|

| PENSION PLAN SPECIALISTS|TPA|$8,337|—|$8,337|

| VERITY ACCOUNTANCY, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VERITY ACCOUNTANCY, PC](https://planprovider.pro/provider/verity-accountancy-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,337

- **Estimated Expense Ratio:** 0.138% 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|$54,726|—|$49,088|—|—|

| 2023|$47,804|—|$46,554|—|—|

| 2022|$40,374|—|$39,874|—|—|

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