Original filing (PDF)20250502071403NAL0004256113001

R.A. KENNEDY & SONS, INC.

Name: R.A. KENNEDY & SONS, INC. — R.A. KENNEDY & SONS, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: R.A. KENNEDY & SONS, INC.

Form 5500-SF

FILING_RECEIVED

R.A. KENNEDY & SONS, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.A. KENNEDY & SONS, INC..

Plan sponsor

Name

R.A. KENNEDY & SONS, INC.

EIN

23-2328127

Address

245 BRIDGEWATER ROAD · ASTON, PA · 19014

Phone

(610) 471-1500

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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