Original filing (PDF)20250924144909NAL0007692977001

KADISON ASSET MANAGEMENT CORPORATION

Name: KADISON ASSET MANAGEMENT CORPORATION — KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: KADISON ASSET MANAGEMENT CORPORATION

Form 5500-SF

FILING_RECEIVED

KADISON ASSET MANAGEMENT CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 KADISON ASSET MANAGEMENT CORPORATION.

Plan sponsor

Name

KADISON ASSET MANAGEMENT CORPORATION

EIN

85-1264809

Address

10500 AVERY CLUB DR., UNIT 23 · AUSTIN, TX · 78717

Phone

(512) 230-4036

Industry

Finance & Insurancesee 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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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

Related plans

Similar-size Finance & Insurance plans

UNO INTERNATIONAL TRADE, INC.

UNO INTERNATIONAL TRADE 401(K) PLAN

$1.8M · 8 participants

CITY LENDING, INC.

CITY LENDING, INC. 401(K) PLAN

$2.1M · 82 participants

THE HEDAYA CAPITAL GROUP, INC.

HEDAYA CAPITAL 401(K) PLAN

$1.2M · 8 participants

TIVERTON ADVISORS LLC

TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 39 participants

BUCKLAND GLOBAL TRADE SERVICES

BUCKLAND RETIREMENT SAVINGS PLAN

$2.2M · 318 participants