How big is Kendall and Davis LLC's plan?

Kendall and Davis LLC's plan reported $495K in assets and 1,369 participants for 2024.

Original filing (PDF)20250718100626NAL0001547137001

Kendall and Davis LLC

Name: Kendall and Davis LLC — Kendall and Davis LLC (the, Form 5500 (2024)
Creator: Kendall and Davis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kendall and Davis LLC (the KAD Group) 401(k) Plan

401(k) retirement plan · Kendall and Davis LLC's Kendall and Davis LLC (the KAD Group) 401(k) Plan held $495K in plan assets for 1,369 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,369

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

People on this filing

Marcus Bowie signed Kendall and Davis LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kendall and Davis LLC's EIN is 47-1759293.

EIN 47-1759293

Plan number 001

Plan year 2024

ACK ID 20250718100626NAL0001547137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kendall and Davis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kendall and Davis LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score