Kay And Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
Kay And Associates, Inc. 401(k) Login
142 former Kay And Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Kay And Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.41 million went into the plan in contributions, $1.60 million of it from the employer (36%).
- $1.82 million was paid out to participants.
- Investment and other income added $2.67 million.
- Administrative expenses were $125,243, about $145 per account.
How the Kay And Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,181 | $9.74 million | $393,206 | $1.21 million |
| 2020 | 1,177 | $12.5 million | $568,495 | $923,259 |
| 2021 | 1,305 | $15.0 million | $831,640 | $2.30 million |
| 2022 | 1,026 | $13.7 million | $772,097 | $1.46 million |
| 2023 | 1,148 | $18.0 million | $1.09 million | $1.78 million |
| 2024 | 1,372 | $23.1 million | $1.60 million | $1.82 million |
Kay And Associates, Inc. 401(k) Contact Information
Questions about the Kay And Associates, Inc. 401(k)
Does Kay And Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.60 million, 36% of all contributions.
Does the Kay And Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Kay And Associates, Inc 401(k) plan?
1,372 participants at the start of plan year 2024, 1,368 of them active employees, and 142 former employees who still had money in the plan.
What is the average 401(k) balance at Kay And Associates, Inc?
About $26,802 per account: $23.1 million in plan assets across 862 accounts with a balance at the end of plan year 2024.
Who manages the Kay And Associates, Inc 401(k) accounts?
Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Kay And Associates, Inc. How do I access my 401(k)?
Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.