How big is KDP Wealth Management LLC's plan?

KDP Wealth Management LLC's plan reported $888K in assets and 6 participants for 2025.

Original filing (PDF)20260327164135NAL0007633584001

KDP Wealth Management LLC

Name: KDP Wealth Management LLC — KDP Wealth Management, Form 5500 (2025)
Creator: KDP Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KDP Wealth Management LLC 401(k) Plan

401(k) retirement plan · KDP Wealth Management LLC's KDP Wealth Management LLC 401(k) Plan held $888K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

Plan identifiers

KDP Wealth Management LLC's EIN is 81-0578590.

EIN 81-0578590

Plan number 001

Plan year 2025

ACK ID 20260327164135NAL0007633584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KDP Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KDP Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KDP WEALTH MANAGEMENT LLC.

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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