What public Form 5500 filings show about the Kendall and Davis LLC 401(k) plan — and how to find and check your own account.
Kendall and Davis LLC (EIN 47-1759293) reports KENDALL AND DAVIS LLC (THE KAD GROUP) 401(K) PLAN on its most recent Form 5500, with $495K in plan assets across 1,369 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Kendall and Davis LLC filing — schedules, fees, and providers.
Kendall and Davis LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Kendall and Davis LLCHR for the recordkeeper’s name and login.
