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Sponsor portfolio

KKDS, LLC

EIN 83-2777516-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
19
104 GREEN SPRING DR - ANNAPOLIS, MD 21401443-414-5805
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 10 part#001401k-$261K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • PROFIT SHARING PLAN (#001)9
Total 19Click 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

KKDS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KKDS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$261K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KKDS, LLC CASH BALANCE PLANCashBalance$1.3M102024
001KKDS, LLC 401(K) PROFIT SHARING PLAN401k$261K92024
Retirement plans
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