Kelly Retirement Savings Plan — 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 Savings Plan is a benefit plan reported by Kelly Services, Inc under EIN 38-1510762 and plan number 004. The latest loaded filing year is 2023. The filing reports 160,943 participants and $311,643,168 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
- 004
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 160,943
- End-of-year plan assets
- $311,643,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160,943 | H, C | 20240929070223NAL0004541697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $311,643,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $311,643,168
- Net assets (BOY)
- $265,008,237
Income & contributions
- Employer contributions
- $5,937,339
- Participant contributions
- $24,632,086
- Total contributions
- $33,840,404
- Total income / additions
- $79,351,462
Expenses & distributions
- Benefits paid
- $39,155,256
- Administrative expenses
- $662,630
- Total expenses
- $39,833,954
- Net increase / (decrease)
- $39,517,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $529,621 | $0 | 2023 |
| Phoenix Innovate | OTHER | $55,446 | 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 |
| Thompson Hine Llp | OTHER | $14,657 | 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
- Phoenix Innovate — Schedule C compensation
- Captrust — Schedule C compensation
- Plante Moran — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation