How big is KGJ Management LLC's plan?

KGJ Management LLC's plan reported $7.6M in assets and 8 participants for 2025.

Original filing (PDF)20260312204048NAL0007393760001

KGJ Management LLC

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

Form 5500-SF

FILING_RECEIVED

KGJ Management LLC 401(k) Plan

401(k) retirement plan · KGJ Management LLC's KGJ Management LLC 401(k) Plan held $7.6M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

KGJ Management LLC's EIN is 27-0900938.

EIN 27-0900938

Plan number 001

Plan year 2025

ACK ID 20260312204048NAL0007393760001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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