How big is KDP & Co., LLC's plan?

KDP & Co., LLC's plan reported $9.2M in assets and 112 participants for 2024.

Original filing (PDF)20251010122634NAL0004597379001

KDP & Co., LLC

Name: KDP & Co., LLC — KDP & Co., LLC 401(k) Plan, Form 5500 (2024)
Creator: KDP & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KDP & Co., LLC 401(k) Plan

401(k) retirement plan · KDP & Co., LLC's KDP & Co., LLC 401(k) Plan held $9.2M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

104

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan identifiers

KDP & Co., LLC's EIN is 99-3136398.

EIN 99-3136398

Plan number 001

Plan year 2024

ACK ID 20251010122634NAL0004597379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KDP & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KDP & CO., LLC

EIN

all filings

Address

841 O'HARE PKWY · STE 200 · MEDFORD, OR · 97504

Phone

(541) 773-6633

Industry

CPA Offices· Professional & Technical Services

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

2025-10-10

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

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