· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KKI VENTURES INCORPORATED — KKI VENTURES INCORPORATED 401K PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241001163335NAL0003458451001
KKI VENTURES INCORPORATED
Form 5500-SF
FILING_RECEIVED
KKI VENTURES INCORPORATED 401K PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
70
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KKI VENTURES INCORPORATED
.
Find decision makers
Plan sponsor
Name
KKI VENTURES INCORPORATED
EIN
27-1402624
Address
4299 MACARTHUR BLVD, · SUITE 105 · NEWPORT BEACH, CA · 92660
Phone
(949) 885-8182
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-01
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
FRANCES PAPAPIETRO
FRANCES PAPAPIETRO DEFINED BENEFIT PENSION PLAN
$1.5M · 2 participants
R. JULIAN ENTERPRISES, INC. A CALIFORNIA CORPORATION
R. JULIAN ENTERPRISES, INC. CASH BALANCE PENSION PLAN
$1.5M · 3 participants
DOWIE WING CUSTOM HOMES LLC
DOWIE WING CUSTOM HOMES LLC PROFIT SHARING PLAN
$1.5M · 4 participants
ENERGIZED REALTY GROUP, LLC
ENERGIZED REALTY GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 2 participants
CAPITAL ASSET MANAGEMENT LLC
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CAPITAL ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND
$1.5M · 25 participants
M PROPERTIES, INC.
M PROPERTIES, INC. 401(K) PROFIT SHARING PLAN
$1.5M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
