Plan profile · 2023
KELLY & ASSOCIATES INSURANCE GROUP, INC.
KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN · –
Sponsor contact
Address1 KELLY WAY, SPARKS
State / ZIPMD 21152
Phone4105273400
EIN / Plan #521066374 / 001
Plan health
Assets (EOY)$59M
Participants533
Avg balance$110k
Employer contrib$995k
Distributions$3M
Red flags
Delinquent contribs$145k
Fidelity bond$500k
Bond adequate?yes
AuditorELLIN & TUCKER
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 420127290 | $139k |
| LPL FINANCIAL LLC-RPCP | 043046611 | $24k |