Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
KELLEY INVESTMENTS, INC.
EIN 86-3901968Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
2
$165K assets
Welfare
0
Participants
4
57 SCENIC DRIVE - STODDARD, NH 03464802-771-5080
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $165K assets / 4 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#001
KELLEY INVESTMENTS, INC. 401(K) PLAN
401k
Assets$165K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KELLEY INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$128
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLEY INVESTMENTS, INC. 401(K) PLAN | 401k | $165K | 1 | 2025 | |
| 002 | KELLEY INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $128 | 3 | 2025 |
Retirement plans