How big is CQT Kennedy, LLC's plan?

CQT Kennedy, LLC's plan reported $1.5M in assets and 151 participants for 2024.

Original filing (PDF)20250512080836NAL0016701089001

CQT Kennedy, LLC

Name: CQT Kennedy, LLC — CQT Kennedy Union 401(k) Savings, Form 5500 (2024)
Creator: CQT Kennedy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CQT Kennedy Union 401(k) Savings Plan

401(k) retirement plan · CQT Kennedy, LLC's CQT Kennedy Union 401(k) Savings Plan held $1.5M in plan assets for 151 participants in 2024.

Signals · 1

No auditor on file

Active participants

151

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Bill Green signed CQT Kennedy, LLC's 2024 Form 5500 as plan administrator.

Bill Green — 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

CQT Kennedy, LLC's EIN is 81-3853953.

EIN 81-3853953

Plan number 007

Plan year 2024

ACK ID 20250512080836NAL0016701089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CQT Kennedy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CQT Kennedy, 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 CQT KENNEDY, LLC.

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score