How big is The Kyle David Group, LLC's plan?

The Kyle David Group, LLC's plan reported $803K in assets and 43 participants for 2024.

Original filing (PDF)20250715142106NAL0001380467001

The Kyle David Group, LLC

Name: The Kyle David Group, LLC — KDG 401(k) Retirement, Form 5500 (2024)
Creator: The Kyle David Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KDG 401(k) Retirement Saving Plan

401(k) retirement plan · The Kyle David Group, LLC's KDG 401(k) Retirement Saving Plan held $803K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

Plan identifiers

The Kyle David Group, LLC's EIN is 68-0608571.

EIN 68-0608571

Plan number 001

Plan year 2024

ACK ID 20250715142106NAL0001380467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Kyle David Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Kyle David Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KYLE DAVID GROUP, LLC.

Finding similar companies…

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