Kelly Tractor 401(k) match, vesting and fees
What Kelly Tractor's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Equitable Life Insurance Co. | Schedule C ↗ |
| Independent auditor | Cherry Bekaert, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Kelly Tractor: employer contribution per participant | $3,152 | |
| Peer median | $1,775 |
| Kelly Tractor: average balance | $122,164 | |
| Peer median | $48,211 |
| Kelly Tractor: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $61.8M at the end of plan year 2021 to $69.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 647 | $69.3M | $1.8M | $3,152 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 566 | $60.6M | $1.8M | $3,396 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 522 | $50.1M | $1.7M | $3,375 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 507 | $61.8M | $1.5M | $3,144 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Kelly Tractor match 401(k) contributions?
The match terms for the Kelly Tractor Co. Savings & Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $3,152 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kelly Tractor 401(k) match vested?
The vesting schedule for the Kelly Tractor Co. Savings & Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kelly Tractor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Equitable Life Insurance Co.. The plan administrator is Kelly Tractor Co..
I left Kelly Tractor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kelly Tractor Co., (305) 592-5374) or the recordkeeper, Equitable Life Insurance Co.. The Kelly Tractor old 401(k) page lists the contacts from every plan filing. Find an old Kelly Tractor 401(k)
Data from the public Form 5500 annual reports Kelly Tractor filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Kelly Tractor. Not financial advice. Report a correction · Methodology