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KELLEY FINANCIAL GROUP

EIN 86-2196453-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$465K assets
Welfare
0
Participants
6
5548 DALHART WAY - SACRAMENTO, CA 95835916-612-4294
Plans on this EIN
1 filing
#001401k-$465K - 6 part

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Retirement#001

KELLEY FINANCIAL GROUP RETIREMENT PLAN

401k

Assets$465K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLEY FINANCIAL GROUP RETIREMENT PLAN401k$465K62025
Retirement plans
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