Original filing (PDF)20251113220054NAL0001504211021

KENNEDY DATA SYSTEMS INC

Name: KENNEDY DATA SYSTEMS INC — KENNEDY DATA SYSTEMS 401(K) PLAN, Form 5500 (2024)
Creator: KENNEDY DATA SYSTEMS INC

Form 5500-SF

FILING_RECEIVED

KENNEDY DATA SYSTEMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEDY DATA SYSTEMS INC.

Plan sponsor

Name

KENNEDY DATA SYSTEMS INC

EIN

68-0660251

Address

9896 BISSONNET ST. · 585 · HOUSTON, TX · 77036

Phone

(713) 343-2815

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-14

Filed

2025-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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