Sponsor portfolio
EDWARD KELLY & SONS, INC.
EIN 34-0973770constructionLatest filing 2025
Plans
3
Retirement
1
$4.0M assets
Welfare
2
Participants
12
5555 WOODVILLE ROAD - NORTHWOOD, OH 43619419-243-5108edkellysons.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDWARD KELLY & SONS, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$4.0M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
EDWARD KELLY & SONS INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDWARD KELLY & SONS, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $4.0M | 12 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 502 | EDWARD KELLY & SONS INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans