Original filing (PDF)20250411220726NAL0037242480080

KENNEDY SUTHERLAND LLP

Name: KENNEDY SUTHERLAND LLP — KENNEDY SUTHERLAND LLP 401(K) PLAN, Form 5500 (2024)
Creator: KENNEDY SUTHERLAND LLP

Form 5500-SF

FILING_RECEIVED

KENNEDY SUTHERLAND LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$619K

Net assets (EOY)

$619K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNEDY SUTHERLAND LLP.

Plan sponsor

Name

KENNEDY SUTHERLAND LLP

EIN

74-2251804

Address

P.O. BOX 12747 · SAN ANTONIO, TX · 78212

Phone

(210) 228-9500

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

JAMES B. MORAN CENTER FOR YOUT

403(B) THRIFT PLAN FOR EMPLOYEES OF JAMES B. MORAN CENTER FOR YOUTH ADVOCACY

$619K · 16 participants

ZIMON LLC

ZIMON LLC 401(K) PROFIT SHARING PLAN AND TRUST

$617K · 3 participants

CRUM & HARMON, LLC

CRUM & HARMON, LLC RETIREMENT PLAN

$621K · 5 participants

LEGAL AID AND DEFENDER ASSOCIATION

$617K

AA OK BAIL BONDING OF GWINNETT

AA OK BAIL BONDING CO OF GWINNETT 401K PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.