Kelley Health Holdings Inc 401(k) Plan: Login, Facts & Contact Information

Kelley Health Holdings Inc 401(k) Plan Facts

Plan name
KELLEY HEALTH HOLDINGS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
KELLEY HEALTH HOLDINGS INC
Participants
237 (198 active employees)
Former employees with a balance
23
Plan assets
$2,601,234 at Dec 31, 2024
Average account balance
$16,464 across 158 accounts
Employer contributions
$181,523 in plan year 2024 (33% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $551,268 went into the plan in contributions, $181,523 of it from the employer (33%).
  • $386,825 was paid out to participants.
  • Investment and other income added $235,008.
  • Administrative expenses were $13,613, about $86 per account.

How the Kelley Health Holdings Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019308$1.07 million$81,114$389,633
2020305$1.48 million$108,552$152,076
2021293$1.69 million$116,058$360,563
2022204$1.71 million$131,996$213,263
2023203$2.22 million$137,375$225,914
2024237$2.60 million$181,523$386,825

Kelley Health Holdings Inc 401(k) Contact Information

Phone
205-221-9111
Mailing address
907 11TH ST NE, JASPER AL 35504
Plan sponsor
KELLEY HEALTH HOLDINGS INC
Employer identification number (EIN)
46-3216610
Plan number
001

Questions about the Kelley Health Holdings Inc 401(k)

Does Kelley Health Holdings Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $181,523, 33% of all contributions.

Does the Kelley Health Holdings Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Kelley Health Holdings Inc 401(k) plan?

237 participants at the start of plan year 2024, 198 of them active employees, and 23 former employees who still had money in the plan.

What is the average 401(k) balance at Kelley Health Holdings Inc?

About $16,464 per account: $2.60 million in plan assets across 158 accounts with a balance at the end of plan year 2024.

Who manages the Kelley Health Holdings Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Kelley Health Holdings Inc. How do I access my 401(k)?

Your account stays with Principal 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.

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