Original filing (PDF)20231016104833NAL0075385666001

THE KIDWELL GROUP, LLC

Name: THE KIDWELL GROUP, LLC — AIR QUALITY ASSESSORS OF FLORIDA 401(K) PLAN, Form 5500 (2022)
Creator: THE KIDWELL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

AIR QUALITY ASSESSORS OF FLORIDA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE KIDWELL GROUP, LLC

EIN

27-4340670all filings

Address

890 NORTH STATE ROAD 434 · STE. 1100 · ALTAMONTE SPRINGS, FL · 32714

Phone

(407) 233-0493

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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

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