Original filing (PDF)20250629131925NAL0010447761001

LKD, LLC DBA ANNE ERWIN SOTHEBY'S INTERNATIONAL REALTY

Name: LKD, LLC DBA ANNE ERWIN SOTHEBY'S INTERNATIONAL REALTY — LKD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LKD, LLC DBA ANNE ERWIN SOTHEBY'S INTERNATIONAL REALTY

Form 5500-SF

FILING_RECEIVED

LKD, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LKD, LLC DBA ANNE ERWIN SOTHEBY'S INTERNATIONAL REALTY.

Plan sponsor

Name

LKD, LLC DBA ANNE ERWIN SOTHEBY'S INTERNATIONAL REALTY

EIN

27-2033778

Address

31 LONG SANDS ROAD · YORK, ME · 03909

Phone

(207) 363-6640

Industry

Real Estatesee 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

2025-06-29

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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