· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KD RESOURCE GROUP, LLC — KD RESOURCE GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013152138NAL0001510833001
KD RESOURCE GROUP, LLC
Form 5500-SF
FILING_RECEIVED
KD RESOURCE GROUP, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KD RESOURCE GROUP, LLC
.
Find decision makers
Plan sponsor
Name
KD RESOURCE GROUP, LLC
EIN
26-3570129
Address
6400 POWERS FERRY ROAD, SUITE 250 · ATLANTA, GA · 30339
Phone
(678) 247-2008
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PRAECE CONSULTING, LLC
PRAECE 401(K) PLAN
$2.0M · 29 participants
SPECIALTY CORPORATION
SPECIALTY CORPORATION DEFINED BENEFIT PLAN
$2.0M · 2 participants
SW CONSULTING GROUP, INC.
SW CONSULTING GROUP, INC. CASH BALANCE PLAN
$2.0M · 8 participants
ISYSTEMS GROUP INC
ISYSTEMS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 3 participants
FARRAGUT CAPITAL PARTNERS, INC.
FARRAGUT CAPITAL PARTNERS, INC. 401(K) PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.0M · 8 participants
WORKSTRATEGY, INC.
WORKSTRATEGY INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 6 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants