Original filing (PDF)20250711105538NAL0009473344001

KAREN DILLARD'S COLLEGE PREP, L.P.

Name: KAREN DILLARD'S COLLEGE PREP, L.P. — KD COLLEGE PREP 401(K) PLAN, Form 5500 (2024)
Creator: KAREN DILLARD'S COLLEGE PREP, L.P.

Form 5500-SF

FILING_RECEIVED

KD COLLEGE PREP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 KAREN DILLARD'S COLLEGE PREP, L.P..

Plan sponsor

Name

KAREN DILLARD'S COLLEGE PREP, L.P.

EIN

88-0517848

Address

621 TX 121 · SUITE 450 · COPPELL, TX · 75019

Phone

(469) 771-3033

Industry

Educational 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

2025-07-11

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

TORAH DAY SCHOOL OF ATLANTA, INC

TORAH DAY SCHOOL 403(B) PLAN

$4.1M · 89 participants

SWEDISH INSTITUTE, INC.

SWEDISH HOLDINGS 401(K) PLAN

$4.1M · 191 participants

NORTH CASCADES INSTITUTE

NORTH CASCADES INSTITUTE - DEFINED CONTRIBUTION PLAN

$4.1M · 29 participants

THERAPY AND LEARNING CENTER, INC.

THERAPY AND LEARNING CENTER, INC. TAX DEFERRED ANNUITY PLAN

$4.1M · 45 participants

LITERACY MINNESOTA

LITERACY MINNESOTA 401(K) PLAN