Form 5500 Search
Back to filter
Original filing (PDF)20241015160544NAL0029046177001

KENNEDY FABRICATING, LLC

Form 5500
FILING_RECEIVED
KENNEDY FABRICATING, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
249
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEDY FABRICATING, LLC.
Plan sponsor
Name
KENNEDY FABRICATING, LLC
EIN
76-0333681
Address
PO BOX 1357 · SPLENDORA, TX · 77372
Phone
(281) 609-7254
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$17K—

Investments

1 pooled fund· $48K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
INVESCO STABLE ASSET - ADPZ
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$48K1.7%

Related plans

Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Manufacturing plans
ALLSTATE CAN CORPORATION
ALLSTATE CAN CORPORATION DEFINED BENEFIT PLAN
$2.7M · 2 participants
WILSON IRONWORKS, INC.
WILSON IRONWORKS, INC. EMP. 401(K) PLAN
$2.7M · 73 participants
WALKER ARCHITECTS, INC.
WALKER ARCHITECTS 401(K) PLAN
$2.7M · 25 participants
MILLER BUILDINGS, INC.
MILLER BUILDINGS, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 29 participants
FORKEY CONSTRUCTION & FABRICATION, INC.
FORKEY CONSTRUCTION & FABRICATION, INC. 401(K) PLAN
$2.7M · 94 participants
NORTHSHORE STEEL, INC.
NORTHSHORE STEEL, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 24 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants