Department of Labor filing

KELLY MANAGEMENT CORP

KELLY MANAGEMENT CORPORATION TAX-ADVANTAGED CAPITAL ACCUMULATION PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

70filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,091

Reported employer contributions per active participant.

Higher than about 69% of comparable plans

#People in the filing

523

Active participants reported for 2024.

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

¢Visible plan-paid fees

$78 / participant

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

Lower cost than about 72% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.6%, 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 · 202470out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $680 · based on 259 comparable plans

Lower reported administrative expense72nd percentileTypical peer $121 · based on 277 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 MANAGEMENT CORP reported $570,434 in employer contributions across the plan and 523 active participants. That works out to $1,091 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 proxy80%

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 26.1%

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

Expense trendUp 36.4%

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

Peer context70/100

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: $570,434
Participant contributions: $1,863,443
Other contributions: $241,490
Employer share of reported contributions: 23.4%
Beginning assets: $18,822,120
Ending assets: $21,389,748
Ending net assets: $21,389,748
Ending liabilities: $0
Total income: $5,048,122
Total expenses: $2,480,494
Administrative expenses: $39,602
Participant loans: $496,507

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

$1,476

2023

$1,429

2024

$1,091

Plan-paid administrative expenses per participant

2022

$57

2023

$55

2024

$78

Active participants

2022

432

2023

417

2024

523

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,091	523	21.4M	20250930092130NAL0005409987001
2023	$1,429	417	18.8M	20241001151947NAL0003409411001
2022	$1,476	432	15.7M	20230927082813NAL0013299344001

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: 2.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 591479869-004

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1991
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
2J2K2S2G2T3H2F3D

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
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250930092130NAL0005409987001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗