Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELLEY INSURANCE AGENCY & FINANCIAL
EIN 91-1321630financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
26
PO BOX 367, 103 WEST MAIN - EVERSON, WA 982470367360-966-3732kelleyinsure.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 26 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 INSURANCE 401K PLAN
401k
Assets$1.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELLEY INSURANCE 401K PLAN
401k
Assets$1.1M
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 | |
|---|---|---|---|---|---|---|
| 001 | KELLEY INSURANCE 401K PLAN | 401k | $1.4M | 13 | 2025 | |
| 002 | KELLEY INSURANCE 401K PLAN | 401k | $1.1M | 13 | 2024 |
Retirement plans