KELLY PRESS INC
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-1 YoYRank #698 of mapped providers
Assets under administration$118.0B0.1%Market share · rank #114
Fees received$2MMedian $53,181/planSum across Schedule C direct + indirect
Net wins YoY-15 won · 6 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 INC plan look like?
Service mix · median fees per plan
Count of plans where KELLY PRESS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Copying and duplicatingCode 36 | 10 | $61,024 | |
Employee (plan); Direct payment from the planCode 30 | 5 | $60,220 | |
Other services; Direct payment from the planCode 49 | 4 | $47,301 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $16,605 | |
Consulting (general)Code 16 | 1 | $6,500 | |
LegalCode 29 | 1 | $18,415 |
Competitor overlap
Percent of KELLY PRESS INC'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 INC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | EBERTS & HARRISON | $20.4B |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | EBERTS & HARRISON | $18.1B |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | MITTERA INC | $15.0B |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $1.9B |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | GAGE PERSONNEL | $806M |
Plans lost in 2024
Appeared last year under KELLY PRESS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | VITECH SYSTEMS GROUP | $23.5B |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | ALL VALLEY ADMINISTRATORS, LLC | $2.9B |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | REINHART BOERNER VAN DEUREN S.C. | $1.3B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | HEATHER ROMERI | $971M |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | NATIONAL INVESTMENT SERVICES | $375M |
B OF T IBEW LOCAL 640 CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | WLLINGTON TRUST CO | $200M |
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 | 4y | - |
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 | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $60,822 | 3y | - |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $60,220 | 6y | - |
Flag exposure
90.9%Market: 89.2%
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 (28)
Raw Schedule C names collapsed into KELLY PRESS INC.
- KELLY & COMPANY, CPAS
- KELLY AND COMPANY CPAS
- KELLY ANDERSON
- KELLY APPRAISAL CONSULTANTS INC
- KELLY BOWDEN
- KELLY COMPANY CPAS
- KELLY CROCKER
- KELLY D HALEY
- KELLY DAVIS
- KELLY FINK
- KELLY FISHER
- KELLY HAYES
- KELLY L SNYDER
- KELLY LAW GROUP
- KELLY MACDONALD
- KELLY PRESLEY
- KELLY PRESS
- KELLY PRESS INC
- KELLY PRESS INC.
- KELLY PRESS, INC
- KELLY PRESS, INC.
- KELLY SNYDER
- KELLY WELDE & CO LLP
- KELLY, BRENDAN
- KELLY, HANNAFORD & B
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 INC'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 | 4.55% | 0.14% | +4.41 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 INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent