Plan Snapshot
- Plan Sponsor: W.M. Kelley Company, INC.
- Sponsor EIN: 351659138
- Sponsor Address: 620 DURGEE ROAD, NEW ALBANY, IN, 47150
- Plan Type: DC
- Total Participants: 96
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 96 | $14.7M | $592,091 | $0 |
| 2023 | 93 | $11.8M | $544,194 | $0 |
| 2022 | 110 | $11.9M | $496,870 | $0 |