Original filing (PDF)20250930131024NAL0005506915001

KUDELA & WEINHEIMER, INC.

Name: KUDELA & WEINHEIMER, INC. — KUDELA & WEINHEIMER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KUDELA & WEINHEIMER, INC.

Form 5500-SF

FILING_RECEIVED

KUDELA & WEINHEIMER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUDELA & WEINHEIMER, INC..

Plan sponsor

Name

KUDELA & WEINHEIMER, INC.

EIN

76-0685748

Address

6925 PORTWEST DR · SUITE 100 · HOUSTON, TX · 77024

Phone

(713) 869-6987

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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