Original filing (PDF)20250905092516NAL0035345986001

IKARD & KENNEDY, LLC

Name: IKARD & KENNEDY, LLC — IKARD & COMPANY, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: IKARD & KENNEDY, LLC

Form 5500-SF

FILING_RECEIVED

IKARD & COMPANY, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IKARD & KENNEDY, LLC.

Plan sponsor

Name

IKARD & KENNEDY, LLC

EIN

20-0451081all filings

Address

24 WATERWAY AVENUE STE 250 · THE WOODLANDS, TX · 77380

Phone

(281) 362-0123

Industry