2023 Form 5500 filing — Kelly Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240929070223NAL0004541697001) for Kelly Retirement Savings Plan, reported by Kelly Services, Inc under EIN 38-1510762 and plan number 004. It reports 160,943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929070223NAL0004541697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Services, Inc
- EIN
- 38-1510762
- Plan number
- 004
- Location
- Troy, MI
- Participants
- 160,943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $311,643,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $311,643,168
- Employer contributions
- $5,937,339
- Participant contributions
- $24,632,086
- Total income / additions
- $79,351,462
- Benefits paid
- $39,155,256
- Administrative expenses
- $662,630
- Total expenses
- $39,833,954
- Net increase / (decrease)
- $39,517,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $529,621 | $0 |
| Phoenix Innovate | OTHER | $55,446 | not reported in the loaded dataset |
| Captrust | CONSULTANT | $31,875 | not reported in the loaded dataset |
| Plante Moran | ACCOUNTANT | $30,668 | not reported in the loaded dataset |
| Thompson Hine Llp | OTHER | $14,657 | not reported in the loaded dataset |