Original filing (PDF)20250604173527NAL0008005187001

KENDALL GKIKAS & MITCHELL, LLP

Name: KENDALL GKIKAS & MITCHELL, LLP — KENDALL GKIKAS & MITCHELL, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENDALL GKIKAS & MITCHELL, LLP

Form 5500-SF

FILING_RECEIVED

KENDALL GKIKAS & MITCHELL, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 KENDALL GKIKAS & MITCHELL, LLP.

Plan sponsor

Name

KENDALL GKIKAS & MITCHELL, LLP

EIN

81-3000482

Address

143 HARVARD AVENUE · 2ND FLOOR · CLAREMONT, CA · 91711

Phone

(909) 482-1422

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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LAW OFFICES OF DAVID P WOLICKI