Department of Labor filing

KDP INVESTMENTS, LLC

KDP INVESTMENTS, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

34filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$901

Reported employer contributions per active participant.

Higher than about 12% of comparable plans

#People in the filing

117

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$12 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 86% of comparable plans

↗Investment performance

Not available

Plan assets changed -38.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202434out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions12th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense86th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KDP INVESTMENTS, LLC reported $105,474 in employer contributions across the plan and 117 active participants. That works out to $901 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 63.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 45.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context34/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $105,474
Participant contributions: $232,955
Other contributions: Not reported
Employer share of reported contributions: 31.2%
Beginning assets: $6,967,243
Ending assets: $4,253,849
Ending net assets: $4,253,849
Ending liabilities: $0
Total income: $1,104,309
Total expenses: $1,600,966
Administrative expenses: $2,095
Participant loans: $59,536

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,455

2023

$2,484

2024

$901

Plan-paid administrative expenses per participant

2022

2023

$13

2024

$12

Active participants

2022

124

2023

126

2024

117

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$901	117	4.3M	20251015164248NAL0010366882001
2023	$2,484	126	7M	20241101154123NAL0007235010001
2022	$2,455	124	6M	20231013052637NAL0022192467001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 352466839-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 2014
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2024	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2024	Not reported	unknown
COHEN & STEERS CAPITAL MANAGEMENT	2024	Not reported	unknown
FEDERATED SECURITIES CORP.	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015164248NAL0010366882001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗