# W.M. Kelley Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-m-kelley-company-inc-401k-plan

> W.M. Kelley Company, INC.'s 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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