Original filing (PDF)20250715131335NAL0001644131001

KRISTY DUGAN PROPERTY GROUP LLC

Name: KRISTY DUGAN PROPERTY GROUP LLC — KRISTY DUGAN PROPERTY GROUP LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: KRISTY DUGAN PROPERTY GROUP LLC

Form 5500-SF

FILING_RECEIVED

KRISTY DUGAN PROPERTY GROUP LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

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 KRISTY DUGAN PROPERTY GROUP LLC.

Plan sponsor

Name

KRISTY DUGAN PROPERTY GROUP LLC

EIN

36-4747835

Address

10917 TALON WAY · LOUISVILLE, KY · 40223

Phone

(502) 930-3833

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

AT HOME WITH SUE, INC.

AT HOME WITH SUE, INC. SAFE HARBOR 401(K) PLAN

$689K · 2 participants

YU HOSPITALITY REAL ESTATE ADVISORS, LLC

YU HOSPITALITY 401(K) PROFIT SHARING PLAN

$687K · 3 participants

ALIGN RESIDENTIAL MANAGEMENT, LLC

ALIGN RESIDENTIAL MANAGEMENT, LLC 401(K) PLAN

$687K · 105 participants

LEE & ASSOCIATES

LEE & ASSOCIATES 401K PLAN

$687K · 10 participants

VILLAGE GREEN REALTY, INC.

VILLAGE GREEN REALTY, INC.401(K) PROFIT SHARING PLAN