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Original filing (PDF)20250919191020NAL0002771281001
KENIFIC GROUP, INC.
Form 5500
FILING_RECEIVED
THE KENIFIC GROUP HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 2
~2374 bps in Sched C feesNo recordkeeper disclosed
Active participants
705
Accounts w/ balance
—
Plan assets (EOY)
$672K
Net assets (EOY)
$636K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2374 bps in Schedule C fees — 1403% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENIFIC GROUP, INC..
Plan sponsor
Name
KENIFIC GROUP, INC.
EIN
45-3056454
Address
305 HARRISON STREET SE · SUITE 200B · LEESBURG, VA · 20175
Phone
(571) 363-4015
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURED PARTNERS GSA NATIONAL | 36-4829385 | — | CONTRACT ADMINISTRATOR | $150K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIFEWORKSUS LTD | 52-1883918 | — | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.