Kelly Press
other8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-1 YoYRank #1158 of mapped providers
Assets under administration$100.1B0.1%Market share · rank #120
Fees received$2MMedian $54,927/planSum across Schedule C direct + indirect
Net wins YoY-13 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Kelly Press plan look like?
Service mix · median fees per plan
Count of plans where Kelly Press ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Copying and duplicating; Direct payment from the planCode 36 | 10 | $61,024 | |
Other services; Direct payment from the planCode 49 | 4 | $47,301 |
Competitor overlap
Percent of Kelly Press's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Kelly Press.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | Eberts & Harrison Inc | $20.4B |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | Eberts & Harrison Inc | $18.1B |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | Mittera Group | $15.0B |
Plans lost in 2024
Appeared last year under Kelly Press; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | Vitech Systems Sub LLC | $23.5B |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | Reinhart Boerner Van Deuren S.C. | $1.3B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | ROBERT GEREMINO | $971M |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | National Investment Services | $375M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $49,567 | 1y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $31,376 | 1y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $437,204 | 2y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $356,521 | 3y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $122,004 | 10y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $425,830 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $53,682 | 9y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $56,172 | 10y | - |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $40,919 | 10y | 1 |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $52,680 | 10y | - |
Flag exposure
85.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Kelly Press.
- DORSA CONSULTING
- DORSA CONSULTING INC.
- DORSA CONSULTING, INC.
- KELLY PRESS
- KELLY PRESS INC
- KELLY PRESS INC.
- KELLY PRESS, INC
- KELLY PRESS, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Kelly Press's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 7.14% | 0.14% | +7.00 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Kelly Press. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Kelly Press's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 8 | 57.1% |
| Segal Marco Advisors | 8 | 57.1% |
| Loomis Sayles | 7 | 50.0% |
| LSV Asset Management | 5 | 35.7% |
| Lord Abbett & Co LLC | 4 | 28.6% |
| PIMCO | 4 | 28.6% |
| AllianceBernstein | 3 | 21.4% |
| Hamilton Lane | 3 | 21.4% |
| Income Research & Management | 3 | 21.4% |
| Lazard Asset Management LLC | 3 | 21.4% |