Plan Snapshot
- Plan Sponsor: The Kelsow Group INC
- Sponsor EIN: 814441906
- Sponsor Address: 1800 WOODLAND DR, CHARLOTTE, NC, 28205
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $1.4M | $0 | $0 |
| 2024 | 1 | $1.4M | $0 | $0 |
| 2023 | 1 | $1.0M | $0 | $0 |
| 2022 | 1 | $998,335 | $0 | $0 |