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Form 5500 · Retirement plan · FEASTERVILLE, PA

KENNEDY AUTOMOTIVE GROUP, INC.

The filing calls this plan KENNEDY AUTOMOTIVE GROUP, INC. 401(K) PLAN.

KENNEDY AUTOMOTIVE GROUP, INC. of FEASTERVILLE, PA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2545536 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
421
Contracts on file
1
Contract value
$2,863,870
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The contracts held $2,863,870 at the end of the plan year, as reported on Schedule A.

$69,698 in agent commissions is disclosed across the contracts; OSAIC WEALTH INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC343December$2,863,870$69,698

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
KENNEDY AUTOMOTIVE GROUP, INC.
EIN 23-2545536
TRANSAMERICA LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 39-0989781
$10,005
paid directly by the plan
OSAIC WEALTH INC
BROKER · EIN 93-0987232
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$36,926,579
Paid out in benefits
$4,747,281
Participants at the start of the year
421
Participants with account balances
343

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 39-0989781
TRANSAMERICA LIFE INSURANCE COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$17,500

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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