Kelly Retirement Plus — Form 5500 plan (Kelly Services, Inc)
Plain-English plan 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, Kelly Retirement Plus is a benefit plan reported by Kelly Services, Inc under EIN 38-1510762 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,447 participants and $254,098,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Services, Inc
- EIN
- 38-1510762
- Plan number
- 002
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 5,447
- End-of-year plan assets
- $254,098,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,447 | H, C | 20240929070001NAL0004369025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $254,098,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,098,200
- Net assets (BOY)
- $218,604,459
Income & contributions
- Employer contributions
- $3,934,708
- Participant contributions
- $13,202,160
- Total contributions
- $18,491,696
- Total income / additions
- $55,468,542
Expenses & distributions
- Benefits paid
- $29,319,346
- Administrative expenses
- $642,103
- Total expenses
- $29,961,449
- Net increase / (decrease)
- $25,507,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $223,825 | $0 | 2023 |
| Thompson Hine Llp | OTHER | $78,789 | not reported in the loaded dataset | 2023 |
| Captrust | CONSULTANT | $31,875 | not reported in the loaded dataset | 2023 |
| Plante Moran | ACCOUNTANT | $30,668 | not reported in the loaded dataset | 2023 |
| Phoenix Innovate | OTHER | $8,457 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelly Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Captrust — Schedule C compensation
- Plante Moran — Schedule C compensation
- Phoenix Innovate — Schedule C compensation