How big is KD Realty Group's plan?

KD Realty Group's plan reported $148K in assets and 1 participants for 2023.

Original filing (PDF)20241003090713NAL0004728579001

KD Realty Group

Name: KD Realty Group — KD Realty Group Inc., Form 5500 (2023)
Creator: KD Realty Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KD Realty Group Inc.

401(k) retirement plan · KD Realty Group's KD Realty Group Inc. held $148K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

People on this filing

Nick Rice signed KD Realty Group's 2023 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KD Realty Group's EIN is 81-2288516.

EIN 81-2288516

Plan number 001

Plan year 2023

ACK ID 20241003090713NAL0004728579001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KD Realty Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KD Realty Group'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 KD REALTY GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

KD REALTY GROUP

EIN

all filings

Address

31 ELLIOT LN · COTO DE CAZA, CA · 92679

Phone

(949) 677-2103

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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