Plan Snapshot
- Plan Sponsor: W.M. Kelley Company, INC.
- Sponsor EIN: 351659138
- Sponsor Address: 620 DURGEE ROAD, NEW ALBANY, IN, 47150
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $5.3M
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 | 99 | $5.3M | $0 | $408,578 |
| 2023 | 94 | $4.4M | $0 | $321,427 |
| 2022 | 117 | $3.6M | $0 | $348,374 |