· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RDMKCD, LLC — DKD WEALTH STRATEGIES GROUP CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250902070138NAL0014166993001
RDMKCD, LLC
Form 5500-SF
FILING_RECEIVED
DKD WEALTH STRATEGIES GROUP CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1000K
Net assets (EOY)
$1000K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RDMKCD, LLC
.
Find decision makers
Plan sponsor
Name
RDMKCD, LLC
EIN
48-1265914
Address
6235 CARNEGIE BLVD · CHARLOTTE, NC · 28211
Phone
(704) 442-4412
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
Related plans
Similar-size Finance & Insurance plans
OPTIWEALTH LLC
OPTIWEALTH LLC 401(K) PLAN
$1.0M · 2 participants
GOODMAN ADVISORY GROUP, LLC
GOODMAN ADVISORY GROUP, LLC 401(K) PLAN
$1.0M · 6 participants
WEALTH SOLUTIONS BY DESIGN, PLLC
WEALTH SOLUTIONS BY DESIGN CASH BALANCE PLAN
$1000K · 4 participants
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL, LLC PROFIT SHARING PLAN
$1.0M · 1 participants
BA SUPERSTRUCTURE LLC
BA SUPERSTRUCTURE LLC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1000K · 17 participants
HENRY P PLATA
HENRY P PLATA 401K PROFIT SHARING PLAN
$1000K · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants