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Sponsor portfolio

KDAHOMES, LLC

EIN 47-5115149-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$956K assets
Welfare
0
Participants
6
132 W MAIN ST, STE 202 - MEDFORD, OR 97501541-944-9561
Plans on this EIN
2 filings
#002401k-$725K - 3 part#003CashBalance-$231K - 3 part

Retirement portfolio analytics

2 plans aggregated / $956K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • KDAHOMES LLC 401(K) (#002)76%
  • CASH BALANCE PLAN (#003)24%
Total $956KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KDAHOMES LLC 401(K) (#002)3
  • CASH BALANCE PLAN (#003)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KDAHOMES LLC 401(K) PLAN

401k

Assets$725K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KDAHOMES LLC CASH BALANCE PLAN

CashBalance

Assets$231K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KDAHOMES LLC 401(K) PLAN401k$725K32025
003KDAHOMES LLC CASH BALANCE PLANCashBalance$231K32025
Retirement plans
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