Original filing (PDF)20260130200716NAL0005754177001

WILLIAM R. KENAN JR FUND

Name: WILLIAM R. KENAN JR FUND — WILLIAM R KENAN JR FUND 403B PLAN, Form 5500 (2024)
Creator: WILLIAM R. KENAN JR FUND

Form 5500-SF

FILING_RECEIVED

WILLIAM R KENAN JR FUND 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$404K

Net assets (EOY)

$404K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM R. KENAN JR FUND.

Plan sponsor

Name

WILLIAM R. KENAN JR FUND

EIN

57-0757568

Address

100 EUROPA DRIVE, STE 525 · CHAPEL HILL, NC · 27517

Phone

(919) 632-6400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-30

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

DBK FINANCIAL COUNSEL, LLC

DBK FINANCIAL COUNSEL, LLC 401(K) PLAN

$405K · 5 participants

STEVEN I LYONS

STEVEN I LYONS 401(K) PROFIT SHARING PLAN & TRUST

$403K · 3 participants

INDIAN RIVER LAND TRUST, INC

INDIAN RIVER LAND TRUST, INC 401(K) PLAN

$410K · 5 participants

STERLING SERVICES GROUP

STERLING SERVICES GROUP RETIREMENT TRUST

$398K · 4 participants

MCEACHERN ENDOWMENT FUND, INC.

MCEACHERN ENDOWMENT FUND, INC. RETIREMENT PLAN