Original filing (PDF)20251111103007NAL0006691744001

KDJ GROUP, LLC

Name: KDJ GROUP, LLC — KDJ GROUP, LLC 401K PLAN, Form 5500 (2024)
Creator: KDJ GROUP, LLC

Form 5500-SF

FILING_RECEIVED

KDJ GROUP, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KDJ GROUP, LLC.

Plan sponsor

Name

KDJ GROUP, LLC

EIN

47-3487678

Address

3543 NORTH CROSSING CIRCLE · VALDOSTA, GA · 31602

Phone

(229) 588-8448

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2025-11-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INFINEX INVESTMENTS, INC.

INFINEX INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

MATTHEW A HAEFFNER FINANCIAL SERVICES LLC

MATTHEW A HAEFFNER FINANCIAL SERVICES LLC MCF BENEFIT PLAN

PLUTO CAPITAL, INC.

PLUTO CAPITAL, INC. 401(K) PLAN

STRATEGIC WEALTH MANAGEMENT, INC. C/O ACH RETIREMENT PLAN CONSULTANTS

STRATEGIC WEALTH MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN

TRANSPACIFIC GROUP LLC

TRANSPACIFIC GROUP LLC DEFINED BENEFIT PLAN