How big is KAY'S LLC's plan?

KAY'S LLC's plan reported $908K in assets and 3 participants for 2023.

Original filing (PDF)20240731091159NAL0012557139001

KAY'S LLC

Name: KAY'S LLC — KAY'S LLC 401 (K) Plan, Form 5500 (2023)
Creator: KAY'S LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KAY'S LLC 401 (K) Plan

401(k) retirement plan · KAY'S LLC's KAY'S LLC 401 (K) Plan held $908K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

Plan identifiers

KAY'S LLC's EIN is 45-3974582.

EIN 45-3974582

Plan number 001

Plan year 2023

ACK ID 20240731091159NAL0012557139001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KAY'S LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KAY'S LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

KAY'S LLC

EIN

all filings

Address

4815 CAPISTRANO AVE · SAN JOSE, CA · 95129

Phone

(408) 309-1973

Industry

Retail Trade

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

2024-07-31

Pension benefit codes

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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