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Sponsor portfolio

THE KELLEY FINANCIAL GROUP, INC.

EIN 26-1988376-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
29
3805 EDWARDS ROAD SUITE 200 - CINCINNATI, OH 45209513-366-3600
Plans on this EIN
1 filing
#001401k-$1.1M - 29 part

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Retirement#001

THE KELLEY FINANCIAL GROUP 401(K) PLAN

401k

Assets$1.1M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE KELLEY FINANCIAL GROUP 401(K) PLAN401k$1.1M292024
Retirement plans
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