How big is The KDI Group, Inc.'s plan?

The KDI Group, Inc.'s plan reported $343K in assets and 1 participants for 2024.

Original filing (PDF)20251013234301NAL0002062417001

The KDI Group, Inc.

Name: The KDI Group, Inc. — The KDI Group, Inc. 401(k), Form 5500 (2024)
Creator: The KDI Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The KDI Group, Inc. 401(k) Plan

Defined-contribution retirement plan · The KDI Group, Inc.'s The KDI Group, Inc. 401(k) Plan held $343K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$343K

Net assets (EOY)

$343K

Plan identifiers

The KDI Group, Inc.'s EIN is 26-1237460.

EIN 26-1237460

Plan number 001

Plan year 2024

ACK ID 20251013234301NAL0002062417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The KDI Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The KDI Group, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE KDI GROUP, INC.

EIN

all filings

Address

5111 TELEGRAPH AVE., #144 · OAKLAND, CA · 94609

Phone

(510) 333-6521

Industry

Professional & Technical Services

Plan administrator