Back to filter
Original filing (PDF)20241014144235NAL0046408880001
KGROUP USA LLC
Form 5500-SF
FILING_RECEIVED
VALSOFT 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
280
Accounts w/ balance
237
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KGROUP USA LLC.
Plan sponsor
Name
KGROUP USA LLC
EIN
38-4077401
Address
19321 US HWY 19N, SUITE 407 · CLEARWATER, FL · 33764
Phone
(978) 258-0557
Industry
Professional & Technical Servicessee 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
2024-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Professional & Technical Services plans
OLLION, INC.
OLLION 401(K) PLAN
$12.6M · 112 participants
THE PROSPECTIVE GROUP INC.
THE PROSPECTIVE GROUP 401(K) PLAN
$12.7M · 185 participants
STOVA GROUP, LLC
STOVA GROUP, LLC 401(K) PROFIT SHARING & TRUST
$12.5M · 116 participants
MORIARTY AND ASSOCIATES
MORIARTY AND ASSOCIATES RETIREMENT PLAN
$12.5M · 23 participants
VETERANS EZ INFO, INC.
VETSEZ 401(K) PLAN
$12.8M · 243 participants
EAGLE TECHNOLOGIES, INC.
EAGLE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$12.8M · 30 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants