Original filing (PDF)20250718100626NAL0001547137001

KENDALL AND DAVIS LLC

Name: KENDALL AND DAVIS LLC — KENDALL AND DAVIS LLC (THE KAD GROUP) 401(K) PLAN, Form 5500 (2024)
Creator: KENDALL AND DAVIS LLC

Form 5500-SF

FILING_RECEIVED

KENDALL AND DAVIS LLC (THE KAD GROUP) 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

1,369

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENDALL AND DAVIS LLC.

Plan sponsor

Name

KENDALL AND DAVIS LLC

EIN

47-1759293

Address

6988 LEBANON RD. SUITE 102 · FRISCO, TX · 75034

Phone

(972) 294-5254

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

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