Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
KELLY MEDICAL PC
EIN 71-0990698Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
55
13921 N MERIDIAN AVE. STE 100 - OKLAHOMA CITY, OK 73134405-752-9600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 55 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 MEDICAL PC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.5M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLY MEDICAL PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KELLY MEDICAL PC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 42 | 2025 | |
| 002 | KELLY MEDICAL PC DEFINED BENEFIT PLAN | TraditionalDB | $1.9M | 13 | 2025 |
Retirement plans