Original filing (PDF)20251010122634NAL0004597379001

KDP & CO., LLC

Name: KDP & CO., LLC — KDP & CO., LLC 401(K) PLAN, Form 5500 (2024)
Creator: KDP & CO., LLC

Form 5500-SF

FILING_RECEIVED

KDP & CO., LLC 401(K) PLAN

401(k) retirement plan

Active participants

112

Accounts w/ balance

104

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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 KDP & CO., LLC.

Plan sponsor

Name

KDP & CO., LLC

EIN

99-3136398

Address

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

Phone

(541) 773-6633

Industry

CPA Offices· Professional & Technical 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

2025-10-10

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

Related plans

Similar-size CPA Offices plans

STOREK, CARLSON & STRUTZ

SCS EMPLOYEES PSP

$9.2M · 9 participants

MATTHEWS, CUTRER & LINDSAY, P.A.

MATTHEWS, CUTRER & LINDSAY, P.A. 401(K) PLAN

$9.2M · 51 participants

CULLEN & DANOWSKI, LLP

CULLEN & DANOWSKI 401(K) PLAN

$9.2M · 41 participants

WILKE & ASSOCIATES PC

WILKE & ASSOCIATES PC 401(K) PROFIT SHARING PLAN AND TRUST

$9.2M · 60 participants

MAHONEY FIORENTINO & CO. P.C.

MAHONEY FIORENTINO & CO. P.C. PROFIT SHARING PLAN