How big is KAI Management Group LLC's plan?

KAI Management Group LLC's plan reported $10K in assets and 2 participants for 2024.

Original filing (PDF)20250811160221NAL0010280304001

KAI Management Group LLC

Name: KAI Management Group LLC — KAI Management Group LLC, Form 5500 (2024)
Creator: KAI Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAI Management Group LLC 401(k) Plan

401(k) retirement plan · KAI Management Group LLC's KAI Management Group LLC 401(k) Plan held $10K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Shirley Horner signed KAI Management Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

KAI Management Group LLC's EIN is 27-1329002.

EIN 27-1329002

Plan number 001

Plan year 2024

ACK ID 20250811160221NAL0010280304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAI Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAI Management Group 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 KAI MANAGEMENT GROUP LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KAI MANAGEMENT GROUP LLC

EIN

all filings

Address

6 ST JOHNS LN · SUITE 707A · NEW YORK, NY · 10013

Phone

(954) 830-4971

Industry

Finance & Insurance

Plan administrator