Department of Labor filing

KELLY AUTOMOTIVE GROUP

KELLY AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$409

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

347

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$42 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 84% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $921 · based on 863 comparable plans

Lower reported administrative expense84th percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KELLY AUTOMOTIVE GROUP reported $142,087 in employer contributions across the plan and 347 active participants. That works out to $409 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 35.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 14.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $142,087
Participant contributions: $1,818,589
Other contributions: $179,046
Employer share of reported contributions: 7.2%
Beginning assets: $22,237,957
Ending assets: $25,447,315
Ending net assets: $25,447,315
Ending liabilities: $0
Total income: $5,683,888
Total expenses: $2,474,530
Administrative expenses: $21,980
Participant loans: $410,760

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$631

2023

$439

2024

$409

Plan-paid administrative expenses per participant

2022

$37

2023

$33

2024

$42

Active participants

2022

234

2023

342

2024

347

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$409	347	25.4M	20251009050325NAL0014774114001
2023	$439	342	22.2M	20241015050334NAL0028806769001
2022	$631	234	18.8M	20231012103249NAL0021099555001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 043317401-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1993
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
INVESCO	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown
VICTORY CAPITAL MANAGEMENT	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009050325NAL0014774114001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗