Melody McClain signed KIND Lending, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KIND Lending, LLC's EIN is 61-1306242.
Download the official 2024 Form 5500 (PDF) for KIND Lending, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KIND Lending, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.0M | 96.4% | |
| [Assets held in participant loans] | Other | — | — | $341K | 3.6% |
| INVESTMENT/FINANCIAL ADVI |
| $20K |
| — |