How big is Sam Kendall LLC's plan?

Sam Kendall LLC's plan reported $270K in assets and 167 participants for 2025.

Original filing (PDF)20260519121119NAL0001297728001

Sam Kendall LLC

Name: Sam Kendall LLC — Sam Kendall's 401(k) Plan, Form 5500 (2025)
Creator: Sam Kendall LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Kendall's 401(k) Plan

401(k) retirement plan · Sam Kendall LLC's Sam Kendall's 401(k) Plan held $270K in plan assets for 167 participants in 2025.

Signals · 1

No auditor on file

Active participants

167

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Jonathan Bazinet signed Sam Kendall LLC's 2025 Form 5500 as plan administrator.

Jonathan Bazinet — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sam Kendall LLC's EIN is 20-5650852.

EIN 20-5650852

Plan number 001

Plan year 2025

ACK ID 20260519121119NAL0001297728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sam Kendall LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sam Kendall LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score