How big is KPD Advisors LLC's plan?

KPD Advisors LLC's plan reported $1.1M in assets and 1 participants for 2025.

Original filing (PDF)20260519135048NAL0000594163001

KPD Advisors LLC

Name: KPD Advisors LLC — KPD Advisors LLC 401(k) Profit, Form 5500 (2025)
Creator: KPD Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KPD Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · KPD Advisors LLC's KPD Advisors LLC 401(k) Profit Sharing Plan and Trust held $1.1M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

KPD Advisors LLC's EIN is 47-5571625.

EIN 47-5571625

Plan number 001

Plan year 2025

ACK ID 20260519135048NAL0000594163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KPD Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KPD Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KPD ADVISORS 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KPD ADVISORS LLC

EIN

all filings

Address

18137 E PARKER CREEK RD · RIO VERDE, AZ · 85263

Phone

(508) 494-8674

Industry

Professional & Technical Services

Plan administrator