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THE KELLEY FINANCIAL GROUP LLC

EIN 47-2793470-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
20
1603 CARMODY CT STE 301 - SEWICKLEY, PA 15143412-528-1937thekelleyfinancialgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.9M - 20 part

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Retirement#001

KFG 401(K) PLAN

401k

Assets$2.9M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KFG 401(K) PLAN401k$2.9M202025
Retirement plans
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