Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RDMKCD, LLC DBA DKD WEALTH STRATEGIES GROUP
EIN 48-1265914Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
20
6235 CARNEGIE BLVD - CHARLOTTE, NC 28211704-442-4412
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DKD WEALTH STRATEGIES GROUP 401(K) PLAN
401k
Assets$2.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DKD WEALTH STRATEGIES GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DKD WEALTH STRATEGIES GROUP 401(K) PLAN | 401k | $2.0M | 16 | 2025 | |
| 002 | DKD WEALTH STRATEGIES GROUP CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 4 | 2025 |
Retirement plans