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Sponsor portfolio

KK MARKETING, INC.

EIN 72-1296705-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
4000 AMELIA ISLAND PKWY - FERNANDINA BEACH, FL 32034904-277-5606
Plans on this EIN
2 filings
#002CashBalance-$818K - 3 part#001401k-$249K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • INC. RETIREMENT Savings (#001)23%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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

KK MARKETING, INC. CASH BALANCE PLAN

CashBalance

Assets$818K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERVE FOOD SOLUTIONS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$249K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KK MARKETING, INC. CASH BALANCE PLANCashBalance$818K32025
001SERVE FOOD SOLUTIONS, INC. RETIREMENT SAVINGS PLAN401k$249K42025
Retirement plans
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