Retirement plan

KITE TAX LIEN CAPITAL 401K PLAN

Name: KITE TAX LIEN CAPITAL, LLC - KITE TAX LIEN CAPITAL 401K PLAN (2024) Form 5500
Creator: KITE TAX LIEN CAPITAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KITE TAX LIEN CAPITAL 401K PLAN, KITE TAX LIEN CAPITAL, LLC

KITE TAX LIEN CAPITAL, LLCEIN 27-1777825Plan #001PY 2024

2055 US HIGHWAY 1 - VERO BEACH, FL 32960772-237-3444

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$618K

+0.8% from 2023

Total participants

0.0% from 2023

Average account balance

$68,673

+0.8% from 2023

Annual return

-5.79%

-11.12 pp from 2023

Benchmarks

See 1,378 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,378 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$618K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-5.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,673

$173,526-60.4%

$136,072-49.5%

$145,884-52.9%

Participation rate

100.0%

80.4%+19.6pp

76.4%+23.6pp

80.3%+19.7pp

Annual return

-5.79%

1167.12%-1172.9pp

580.46%-586.2pp

551.85%-557.6pp

Employer contribution / active EE

$1,675

$5,285-68.3%

$4,216-60.3%

$4,662-64.1%

Participant deferral / active EE

$2,790

$8,711-68.0%

$7,028-60.3%

$6,690-58.3%

Admin fee / account holder

$9,665-100.0%

$6,718-100.0%

$13,392-100.0%

KITE TAX LIEN CAPITAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KITE TAX LIEN CAPITAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion