2023 Form 5500 filing — Kelly Retirement Plus
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 20240929070001NAL0004369025001) for Kelly Retirement Plus, reported by Kelly Services, Inc under EIN 38-1510762 and plan number 002. It reports 5,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929070001NAL0004369025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Services, Inc
- EIN
- 38-1510762
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 5,447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,098,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,098,200
- Employer contributions
- $3,934,708
- Participant contributions
- $13,202,160
- Total income / additions
- $55,468,542
- Benefits paid
- $29,319,346
- Administrative expenses
- $642,103
- Total expenses
- $29,961,449
- Net increase / (decrease)
- $25,507,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $223,825 | $0 |
| Thompson Hine Llp | OTHER | $78,789 | 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 |
| Phoenix Innovate | OTHER | $8,457 | not reported in the loaded dataset |