Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KELLY-FRADET LUMBER, INC.
EIN 06-0721855building materialsLatest filing 2025
Plans
2
Retirement
2
$53.2M assets
Welfare
0
Participants
171
92 PROSPECT STREET, PO BOX 1269 - ENFIELD, CT 06083860-745-3331kellyfradet.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $53.2M assets / 171 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KELLY-FRADET LUMBER EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.1M
Participants75
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLY-FRADET SALARY INVESTMENT 401(K) PLAN
401k
Assets$14.1M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KELLY-FRADET LUMBER EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.1M | 75 | 2024 | |
| 002 | KELLY-FRADET SALARY INVESTMENT 401(K) PLAN | 401k | $14.1M | 96 | 2025 |
Retirement plans