Original filing (PDF)20240716104303NAL0001474595001

KENNEDY CABOT ACQUISITION LLC

Name: KENNEDY CABOT ACQUISITION LLC — KENNEDY CABOT ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: KENNEDY CABOT ACQUISITION LLC

Form 5500-SF

FILING_RECEIVED

KENNEDY CABOT ACQUISITION LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

113

Accounts w/ balance

102

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEDY CABOT ACQUISITION LLC.

Plan sponsor

Name

KENNEDY CABOT ACQUISITION LLC

EIN

81-3637561

Address

653 COLLINS AVE · MIAMI BEACH, FL · 33139

Phone

(407) 804-2216

Industry

Finance & Insurancesee all

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

2024-07-16

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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