Original filing (PDF)20230811221042NAL0040284752060

KGI HOLDINGS LLC

Name: KGI HOLDINGS LLC — KGI HOLDINGS LLC 401(K) PLAN, Form 5500 (2022)
Creator: KGI HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

KGI HOLDINGS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KGI HOLDINGS LLC.

Plan sponsor

Name

KGI HOLDINGS LLC

EIN

81-1463819

Address

2040 NORTH LOOP WEST · STE 020 · HOUSTON, TX · 77018

Phone

(832) 521-4004

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-11

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

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