How big is Kennedy Cabot Acquisition LLC's plan?

Kennedy Cabot Acquisition LLC's plan reported $10.5M in assets and 113 participants for 2023.

Original filing (PDF)20240716104303NAL0001474595001

Kennedy Cabot Acquisition LLC

Name: Kennedy Cabot Acquisition LLC — Kennedy Cabot, Form 5500 (2023)
Creator: Kennedy Cabot Acquisition LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kennedy Cabot Acquisition LLC's Kennedy Cabot Acquisition LLC 401(k) Profit Sharing Plan & Trust held $10.5M in plan assets for 113 participants in 2023.

Active participants

113

Accounts w/ balance

102

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

DINA Gonzalez signed Kennedy Cabot Acquisition LLC's 2023 Form 5500 as plan administrator.

DINA Gonzalez — 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

Kennedy Cabot Acquisition LLC's EIN is 81-3637561.

EIN 81-3637561

Plan number 001

Plan year 2023

ACK ID 20240716104303NAL0001474595001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kennedy Cabot Acquisition LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kennedy Cabot Acquisition 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 KENNEDY CABOT ACQUISITION LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score