Plan Ledger DOL Form 5500 · updated monthly

Kelly Tours, Inc.401(k)

KELLY TOURS, INC. 401(K) PROFIT SHARING PLAN & TRUST · SAVANNAH, GA · plan year 2022

Reported admin expense ratio · 2022
1.01%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Kelly Tours, Inc. reported $2,259 in plan administrative expenses for 2022: 1.01% of average plan assets, above the peer median. Employer contributions averaged $580 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (2,098th of 2,160), and 2,382nd of 2,534 in administrative & support services. In 2022, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$383,548
Participants with balances78
Active participants205
Employer contributions$118,867
Employee contributions$197,749
Employer contribution per active participant$580
Average account balance$4,917
Benefits paid to participants$19,227
Plan auditUnmodified (clean) audit opinion
AuditorHOLLAND BROMLEY BARNHILL &BRETT LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,230
Investment management$29
Total administrative$2,259
The Kelly Tours, Inc. 401(k) match · 2022
Employer contribution per active participant$580
Median for plans this size$331

Kelly Tours, Inc.'s 2022 employer contribution ran above the $331 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,259 · 1.01%
Similar plansAdministrative & Support Services · Georgia
Strategic Alliances, Inc. GA$929K · 0.97%
Stl Management GA$911K · 0.04%
Prokatchers LLC GA$596K · 0.98%
B.O.S. Security, Inc. GA$224K · 5.32%
Innovien Solutions LLC GA$212K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582252332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.